1.Detect new outbound SMS
Integrate Close, SMS tools, and contact databases to detect new outbound SMS for review requests.
When review-request SMS events go untracked, outreach signals get missed and repeat asks slip through. This automation filters qualifying messages and then formats timestamps and updates contact recordsβso your team can confirm review outreach without manual follow-up.
Integrate Close, SMS tools, and contact databases to detect new outbound SMS for review requests.
Integrate Filter by Zapier and messaging rules to continue only for messages that match your review keyword.
Integrate Formatter by Zapier and date formatting to transform the source timestamp into a readable date string.
Integrate Close and contact databases to update the contact review flag and append a timestamped contact note.
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Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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