1.Watches lead advances to application-sent stage
Integrate Salesforce and CRM data tools to capture the lead ID, phone, owner identifier, brand, and application link into the run context.
Send application link by SMS to prospect leads
Automatically watch for Lead record updates to the application-sent stage across Salesforce and SMS tools. Get branded SMS with an application link when application-sent stage triggers, do-not-disturb clears, or team sender falls back—so you can deliver links, personalize outreach, and keep follow-up moving without manual follow-up.
How this automation delivers application links fast
When application-sent leads wait, outreach stalls and prospects miss their chance to apply. This automation monitors Lead updates and looks up sender details and sends branded SMS instantly—so your team can drive applications without manual follow-up.
Salesforceor swap with your favorite app
2.Finds the matching lead record
Integrate Salesforce and data mapping tools to find the lead and populate workflow variables for phone and the application link.
3.Finds the lead owner details
Integrate Salesforce and user directory tools to find the owner record and support sender lookup and personalization fields.
4.Looks up the team SMS sender ID
Integrate Zapier Tables and routing rules to fetch the configured team sender ID and fall back to a shared sender.
Zapier Tablesor swap with your favorite app
5.Sends the SMS from the team sender
Integrate Kixie and SMS templates tools to send the branded message with the application link to the lead phone number.
Kixieor swap with your favorite app
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Streamline customer updates with automated message sends, status-based triggers, and CRM logging
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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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