1.Detects tag added to contact
Integrate Ontraport and lead capture systems to trigger when tags are applied to a contact for consent-driven follow-up.
Add lead from tag and send opt-in SMS
Automatically monitor tag added to contact across Ontraport and Zapier apps. Send opt-in SMS, then add and update lead recordsβso you can confirm consent, route follow-up, and keep data current without manual follow-up.
How this automation confirms consent for new leads
When a tag is added to a contact, unverified permissions can stall follow-up and create compliance risk. This automation filters qualifying records and sends consent SMS and updates lead contactsβso your team can act without manual list cleaning.
Ontraportor swap with your favorite app
2.Continues only for qualifying records
Integrate Filter by Zapier and data validation tools to stop incomplete entries when phone or email fields are missing.
Filter by Zapieror swap with your favorite app
3.Sends opt-in SMS to the lead
Integrate SMS by Zapier and consent messaging to send an opt-in confirmation SMS using mapped contact fields.
SMS by Zapieror swap with your favorite app
4.Adds or updates the lead contact
Integrate LeadConnector and CRM record keeping to match by email and add or update lead records for routing.
LeadConnectoror swap with your favorite app
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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