1.Detect updated lead status
Integrate monday.com, CRM pipelines, and lead status workflows to detect when the reminder-stage column changes and pass the item record.
Send reminder SMS for regional leads to prospects
Automatically monitor lead status changes across monday.com and route SMS reminders through Textmagic. Get instant re-engagement when regional leads enter the reminder stage, status shifts to reminder, or booking links get triggered—so you can send SMS reminders, update lead notes, and track attempts without manual follow-up.
How this automation re-engages your regional prospects
When lead status moves into the reminder stage but outreach is delayed, prospects stop responding and bookings slip. This automation filters regional leads, sends an SMS reminder sequence, and updates the lead item note—so your team can re-engage at the right moment.
monday.comor swap with your favorite app
2.Filter to regional reminder leads
Integrate Filter by Zapier, region filters, and lead status rules to continue only when the region matches and the status equals the reminder stage.
Filter by Zapieror swap with your favorite app
3.Send SMS reminder sequence
Integrate Textmagic, SMS templates, and phone fields to map item details and send the three-touch message with booking and opt-out instructions.
Textmagicor swap with your favorite app
4.Update lead with reminder note
Integrate monday.com and CRM notes to update the item with a short reminder-sent note and the template used.
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