1.Detects new contact or export
Integrate SmarterContact and conversation history inputs to pull contact basics and the message thread payload to create context.
Add incoming SMS contacts to your lead list
Automatically capture inbound SMS contact details across SmarterContact and lead database endpoints. Create and update when new contact arrives, conversation exports complete, or message threads are capturedβso you can create lead records, store message summaries, and map phone details without manual data entry.
How this automation adds leads from SMS
When inbound SMS contact events and exported conversations are missed, leads stay untracked and follow-up slows. This automation transforms thread history into a message summary and posts structured lead records to your lead databaseβso your team captures context automatically.
smartercontactor swap with your favorite app
2.Converts threads to text summary
Integrate Formatter by Zapier and text transforms to turn message items into a single message summary to standardize lead context.
Formatter by Zapieror swap with your favorite app
3.Posts lead record to endpoint
Integrate Webhooks by Zapier and lead database endpoints to POST mapped fields and the message summary to add the lead record.
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