1.Monitors activity created
Integrate AgencyBloc, CRM activity signals, and record triggers to detect qualifying activities and trigger SMS outreach automatically.
Send targeted enrollment texts to prospective client segments
Automatically monitor activity created in AgencyBloc across SMS marketing tools. Automatically route when enrollment interest logged, activity subject matches a category, or consent verifiedβso you can send tailored SMS templates, skip opted-out records, and start appointment outreach without manual outreach.
How this automation routes tailored SMS for enrollment
When AgencyBloc activity is created, delays can cost conversions and appointments. This automation branches qualifying records, looks up consented contacts, and sends targeted SMS templatesβso your team can reach prospects immediately.
AgencyBlocor swap with your favorite app
2.Branches by activity subject
Integrate Paths by Zapier, conditional logic, and workflow branching to route qualifying interest categories for tailored messaging.
Paths by Zapieror swap with your favorite app
3.Looks up contact by record
Integrate AgencyBloc and CRM lookup tools to find the individual and return phone number and consent flag for sending.
4.Sends targeted enrollment text
Integrate ClickSend SMS and SMS template formatting to send the SMS to the mapped phone number with opt-out language.
ClickSend SMSor swap with your favorite app
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Accelerate SMS campaign results with automated contact routing, message triggers, and reply alerts
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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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