1.Detect new item in board
Integrate monday.com and lead tracking tools to pull new item payloads and to centralize lead details.
Send prompt SMS to new lead items on board
Automatically monitor new item creation across monday.com and SMS delivery tools. Send SMS messages when qualifying leads add phone, phone validates, or lead type matches—so you can qualify interest, start same-day outreach, and avoid manual follow-up.
How this automation starts same-day outreach with SMS
When new lead items appear but outreach stays unverified, opportunities slip and follow-up becomes reactive. This automation pulls new board payloads, filters and formats lead details, and sends SMS right away—so your team responds faster.
monday.comor swap with your favorite app
2.Filter qualifying lead records
Integrate Filter by Zapier and lead qualification rules to check lead fields and to continue only qualified records.
Filter by Zapieror swap with your favorite app
3.Normalize phone number format
Integrate Formatter by Zapier and phone validation tools to map the source phone field to E.164 formatting.
Formatter by Zapieror swap with your favorite app
4.Send SMS to the lead
Integrate RingCentral and messaging templates to send the composed SMS and to trigger outreach instantly.
RingCentralor 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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