1.Detect updated eligible lead field
Integrate Salesforce and CRM field mapping to detect eligibility updates and pass lead data to downstream steps.
Add eligible program leads to nurture list and SMS
Automatically monitor lead eligibility updates across Salesforce and analytics tools. Create and update eligible program leads with normalized phone data—so you can add subscribers to your nurture list and send templated SMS without manual follow-up.
How this automation accelerates eligible lead follow-up
When a lead is marked eligible for a financing program, delayed outreach can lower response rates and slow next steps. This automation normalizes phone numbers, adds subscribers to your eligible nurture list, and sends templated SMS—so your team can follow up at the moment eligibility updates.
Salesforceor swap with your favorite app
2.Normalize phone number formatting
Integrate Formatter by Zapier and data formatting tools to map Lead phone to E.164 formatting for SMS deliverability.
Formatter by Zapieror swap with your favorite app
3.Add or update eligible subscriber
Integrate Campaign Monitor and list management tools to add or update subscriber records for eligible program leads.
Campaign Monitoror swap with your favorite app
4.Send templated eligibility SMS
Integrate ClickSend SMS and message templating tools to send the SMS using the configured from number and template.
ClickSend SMSor swap with your favorite app
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