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Create lead and deal from inbound SMS inquiries

Automatically monitor new exported contacts from inbound SMS across smartercontact. Create and update when inbound SMS arrives, freeform text is received, or a parsed lead field set is readyβ€”so you can create structured contact records, open deals, and notify acquisition members without manual lead capture.

How this automation accelerates your SMS lead pipeline

When new exported contacts arrive from incoming SMS, delayed follow-up can stall inbound leads. This automation parses freeform text and creates contacts and dealsβ€”so your team can respond faster and move more deals forward.

  1. 1.Monitor inbound SMS exports

    Integrate smartercontact and inbound SMS routing to detect new exported contact payloads and source message text.

    smartercontactor swap with your favorite app
  2. 2.Parse SMS text into fields

    Integrate AI by Zapier, text parsing, and data extraction to parse freeform lead text into County, Acreage, and Parcel Link.

    AI by Zapieror swap with your favorite app
  3. 3.Create CRM contact

    Integrate Follow Up Boss and CRM field mapping to create contact records and store AI extracted custom values.

    Follow Up Bossor swap with your favorite app
  4. 4.Create note for SMS

    Integrate Follow Up Boss and CRM activity logging to create a note using message history as the note body.

    Follow Up Bossor swap with your favorite app
  5. 5.Create deal from lead

    Integrate Follow Up Boss and deal pipeline tools to create a deal using parsed lead details and set pipeline and stage.

    Follow Up Bossor swap with your favorite app
  6. 6.Post lead alert to team

    Integrate Slack and team notifications to post a CRM link and parsed lead context to alert acquisition members.

    Slackor swap with your favorite app

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Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
ActiveCampaign
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable
Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
ActiveCampaign
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable

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Set up in minutes

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  1. Step 1

    Connect your tools

    Bring your apps together so information can move automatically between the tools your team already uses.

  2. Step 2

    Define the trigger

    Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.

  3. Step 3

    Automate and measure

    Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.

See how teams are automating with Zapier (and loving it!)

Smart Charge America

Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.

David Laderberg, VP of Sales

Remote

Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β€” I think we would have died or fallen back into oblivion.

Marcelo Lebre, Co-Founder

SweepBright

Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.

Raphael Bochner, Founder and CIO

Digioh

Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.

Rishi Shah, CEO and Co-Founder

Otter.ai

We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.

Allen Lai, Head of Customer Experience

Superhuman

We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.

Jacob Sirrs, Marketing Operations Specialist

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