1.Monitors new inbound SMS received
Integrate smartercontact and messaging inputs to ingest message body, contact phone, and timestamp to detect inbound leads.
Create CRM leads from urgent SMS lead entries
Automatically parse inbound SMS lead messages across smartercontact, AI by Zapier, Follow Up Boss, Slack, and Google Sheets. Create and update CRM leads when new inbound SMS received, sender number detected, or message timestamp capturedβso you can generate qualified records, attach notes, and log KPIs without manual data entry.
How this automation qualifies your CRM leads from texts
When new inbound SMS received, manual lead entry can delay follow-up and lead opportunities. This automation parses property fields and creates or updates a CRM contact, adds a conversation note, alerts sales, and logs KPIs so your team can respond fast.
smartercontactor swap with your favorite app
2.Parses lead from freeform text
Integrate AI by Zapier, text parsing tools, and enrichment logic to parse property fields to structure lead data.
AI by Zapieror swap with your favorite app
3.Creates or updates contact
Integrate Follow Up Boss and CRM field mapping to create or update a contact with property custom fields and a lead stage.
Follow Up Bossor swap with your favorite app
4.Creates attached conversation note
Integrate Follow Up Boss and note templates to create a contact note from the parsed conversation summary.
5.Sends private lead alert
Integrate Slack and notification workflows to send a brief lead alert with phone, county and acres summary, and CRM link.
Slackor swap with your favorite app
6.Adds KPI tracking row
Integrate Google Sheets and reporting sheets to append timestamp, contact name, and CRM link for lead KPIs.
Google Sheetsor 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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