1.Detect new or updated client rows
Integrate Google Sheets and spreadsheet triggers to detect new or updated client rows and pass the row payload forward.
Add new client rows to welcome text campaign
Automatically monitor new or updated spreadsheet rows across Google Sheets and Project Broadcast. Enroll contacts in your welcome texting campaign when rows qualify with a phone value or split name dataβso you can start first-touch SMS, keep contact records up to date, and avoid manual campaign setup without spreadsheet juggling.
How this automation accelerates welcome texting for new clients
When client rows arrive and human setup is needed, welcome SMS delays and missed first-touch moments hurt retention. This automation monitors spreadsheet row updates and filters phone records, then creates contacts and enrolls them in your welcome texting campaignβso your team can scale outreach automatically.
Google Sheetsor swap with your favorite app
2.Stops blank phone submissions
Integrate Filter by Zapier and validation rules to continue only when the row contains a phone value to avoid blank submissions.
Filter by Zapieror swap with your favorite app
3.Splits full name into parts
Integrate Formatter by Zapier and text formatting tools to split the full name into first and last name parts.
Formatter by Zapieror swap with your favorite app
4.Finds or creates the contact
Integrate Project Broadcast and contact matching tools to find or create a contact by phone and add onboarding tag metadata.
Project Broadcastor swap with your favorite app
5.Enrols the contact in the campaign
Integrate Project Broadcast and campaign enrollment tools to map contact ID or phone into your welcome texting sequence.
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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