1.Receives inbound SMS payload
Integrate Webhooks by Zapier and webhook payload parsing to extract sender phone and raw message text for dedupe searching.
When inbound SMS replies arrive out of sequence or without a clear audit trail, consent risk increases and reviews pile up. This automation normalizes replies, updates Salesforce consent fields, and creates audit tasksβso your team can prove compliance quickly.
Integrate Webhooks by Zapier and webhook payload parsing to extract sender phone and raw message text for dedupe searching.
Integrate Formatter by Zapier and text transforms to normalize message text and map keywords to an opt in boolean.
Integrate Filter by Zapier and conditional logic to continue only when formatted output indicates opt in or opt out.
Integrate Salesforce and CRM record lookup to find Account records by sender phone and return matching Account IDs.
Integrate Looping by Zapier and task creation to update consent flags, set consent date, and create audit Task records.
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Step 2
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Step 3
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