1.Catch incoming submission
Integrate Webhooks by Zapier to extract phone and submission fields to start contact capture.
Send welcome SMS and add visitor to list
Automatically capture phone submissions across webhooks, email, and sms messaging. Create and update when phone submissions arrive, new contacts need matching, or welcome messages trigger—so you can add contacts, send welcome sms, and alert sales without manual follow-up.
How this automation accelerates your welcome outreach
When a phone submission hits your website, delays can stall timely outreach. This automation captures submissions and adds contacts, sends a welcome sms, and notifies sales—so your team can respond faster.
Webhooks by Zapieror swap with your favorite app
2.Send sales notification email
Integrate Gmail and email inbox tools to send a sales alert with source context to notify sales.
Gmailor swap with your favorite app
3.Create messaging list contact
Integrate ClickSend SMS and contact list tools to create a contact and add it to your messaging list.
ClickSend SMSor swap with your favorite app
4.Send immediate welcome SMS
Integrate ClickSend SMS and messaging templates to send a welcome sms with a landing link placeholder.
5.Schedule follow-up after delay
Integrate Delay by Zapier and timing rules to wait the interval before sending the next sms follow-up.
Delay by Zapieror swap with your favorite app
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Explore all transactional SMS automations
Streamline customer updates with automated message sends, status-based triggers, and CRM logging
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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