1.Watch for new incoming text
Integrate Clearstream and messaging tools to detect new incoming text to trigger prospect intake.
Create prospect records from ADD SMS replies fast
Automatically monitor new incoming text replies in Clearstream across prospect intake keywords. Send instant confirmation texts and create prospect records when qualifying messages arriveβso you can capture names, phones, and next steps without manual follow-up.
How this automation creates prospect records
When new SMS replies arrive without a structured intake process, leads slip through and response times suffer. This automation filters for the intake keyword, parses sender details, creates prospect records, and sends a confirmation textβso your team captures intent instantly.
Clearstreamor swap with your favorite app
2.Continue only for keyword matches
Integrate Filter by Zapier and rules logic to gate messages and continue only for qualifying keyworded replies.
Filter by Zapieror swap with your favorite app
3.Parse sender details from text
Integrate Code by Zapier and parsing tools to extract first name, last name, and phone fields from inbound text.
Code by Zapieror swap with your favorite app
4.Create record in prospect table
Integrate Zapier Tables and data mapping tools to create prospect records and map parsed fields to your table.
Zapier Tablesor swap with your favorite app
5.Send confirmation text to sender
Integrate Clearstream and message templating tools to send an immediate confirmation text back to the sender.
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Step 1
Connect your tools
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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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