1.Detect booked call activity
Integrate Close to detect a new custom activity for a booked call and capture the activity lead reference to start messaging.
Send congratulatory SMS when a booked call is created
Automatically detect booked call custom activities across Close. Send SMS and alert reps when booked calls appear, so you can confirm prospects fast, route the right context, and keep outreach consistent without manual follow-up.
How this automation sends instant booked-call SMS
When a booked call activity is created in your CRM, delays can frustrate prospects and leave reps without context. This automation waits, finds the right lead, and sends an SMS confirmationβso your team can respond fast and reduce manual follow-up.
Closeor swap with your favorite app
2.Wait before messaging
Integrate Delay by Zapier and timing tools to pause 2 to 3 minutes to allow related records to settle before outreach.
Delay by Zapieror swap with your favorite app
3.Find lead for recipient
Integrate Close to map the activity lead reference to a lead lookup and fall back to primary phone for recipient matching.
4.Gate for qualifying events
Integrate Filter by Zapier and event filters to continue only when activity type matches and the activity date aligns.
Filter by Zapieror swap with your favorite app
5.Send SMS confirmation
Integrate Close to map prospect details and message fields, set the configured sender number, and send the SMS to the lead phone.
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