Send a SMS message to a lead with ClickSend when a visit is scheduled in SweepBright
Never forget to send a reminder to a lead before a visit. With this simple automation, you will be able to reduce the number of No-Shows by sending an SMS message a couple of hours before the actual visit.
Never forget to send a reminder to a lead before a visit. With this simple automation, you will be able to reduce the number of No-Shows by sending an SMS message a couple of hours before the actual visit.
- When this happens...New Visit Scheduled
Triggers when a new visit has been scheduled.
- automatically do this...Date / Time
Work with dates and times to change formatting or add/subtract time (with line-item support).
- then do this...Date / Time
Work with dates and times to change formatting or add/subtract time (with line-item support).
- then do this...Date / Time
Work with dates and times to change formatting or add/subtract time (with line-item support).
- then do this!Send SMS
Sends a new SMS.
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Document Requested: Non-Exclusive Agreement
Triggers when a Non-Exclusive Agreement document is requested.
Try ItInteraction Registered for Lead
Triggers when a new interaction is registered for a lead.
Try ItFeedback Added to Interaction
Triggers when feedback is added to an interaction.
Try ItNew Visit Scheduled
Triggers when a new visit has been scheduled.
Try It