1.Receives inquiry payload and maps fields
Captures the incoming inquiry payload, parses source fields, and maps name, phone, email, and inquiry text for dedupe.
Add qualified SMS leads from incoming inquiries to CRM list
Automatically catch incoming inquiry payloads across Webhooks by Zapier, ChatGPT (OpenAI), and HighLevel. Create and update when qualified details are mapped and conversation summaries are readyβso you can qualify leads, save notes, and update CRM records without manual lead entry.
How this automation qualifies your SMS leads
When inquiry payloads arrive but leads stay unqualified, follow-up can miss the peak of intent. This automation turns inquiry text into an SMS qualification flow, saves the conversation summary, and updates your CRM contact recordsβso you can act fast on qualified leads.
Webhooks by Zapieror swap with your favorite app
2.Generates qualification SMS conversation
Sends inquiry text and minimal context to generate the first SMS and one-line follow-ups, then returns the reply and a conversation summary.
ChatGPT (OpenAI)or swap with your favorite app
3.Creates staggered send delay value
Generates a small randomized delay value to stagger outgoing messaging timing.
Formatter by Zapieror swap with your favorite app
4.Pauses before sending qualification SMS
Delays the workflow for the randomized interval before the qualification SMS action proceeds.
Delay by Zapieror swap with your favorite app
5.Adds or updates contact record
Matches by phone first and falls back to email, then creates a new contact or updates an existing record with the conversation summary notes.
Levor swap with your favorite app
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