1.Pulls new text lead details
Integrate WhatConverts and lead capture tools to map incoming message body, phone, and source label into generic lead fields.
Route lead text to assigned owner by text and email
Automatically capture new lead (text message) from WhatConverts across Paths by Zapier, SMS by Zapier, and Gmail. Instantly route to the right owner paths when text lead arrives, caller sends a message, or incoming message postsβso you can send SMS notifications, dispatch emails, and route lead details without manual follow-up.
How this automation routes leads faster
When a new text message lead arrives, response delays can cost the next buyer. This automation maps inbound lead details and routes owner paths, sends SMS messages and sends emailsβso your team can act immediately.
WhatConvertsor swap with your favorite app
2.Routes to owner paths
Integrate Paths by Zapier to create conditional paths that match source name or owner tag and select an owner contact.
Paths by Zapieror swap with your favorite app
3.Sends SMS to owner
Integrate SMS by Zapier and SMS delivery tools to send message content and caller phone to the owner mobile for each path.
SMS by Zapieror swap with your favorite app
4.Sends email to owner
Integrate Gmail and email delivery tools to send mapped message details to the owner email and CC the sales inbox.
Gmailor swap with your favorite app
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Accelerate lead response with automated assignment rules, owner alerts, and CRM updates
Set up in minutes
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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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