1.Captures signature-ready estimate context
Integrate Knowify and lead capture tools to map client name and estimate ID to messaging fields for routing data.
Send estimate follow-up texts and add leads to routing list
Automatically monitor estimates sent for signature across Knowify and lead routing workflows. Send staged SMS follow-ups and create routing records when contract out for signature, estimate sent for signature, or estimate marked for eSignatureβso you can format phone numbers, skip suppressed contacts, and triage follow-ups without manual triage.
How this automation stages follow-ups and routes leads
When estimates for signature reach inboxes, delays can leave clients untriaged and follow-ups inconsistent. This automation captures the estimate details, formats and validates the phone, checks suppression, creates a routing record, and sends an SMS follow-upβso your team can schedule faster.
Knowifyor swap with your favorite app
2.Formats phone number and validates
Integrate Formatter by Zapier and data validation tools to format client phone to E.164 and validate it for delivery.
Formatter by Zapieror swap with your favorite app
3.Checks suppression list for the phone
Integrate Zapier Tables and lookup tables to find matching suppressed numbers by formatted phone and continue safely.
Zapier Tablesor swap with your favorite app
4.Creates routing record for follow-up
Integrate Zapier Tables and routing list records to create a new routing entry and set follow-up status to new.
5.Sends staged SMS follow-up
Integrate Salesmsg and messaging templates to send an SMS from your configured business number with opt-out language.
Salesmsgor swap with your favorite app
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