1.Detect staff-group contact assignment
Integrate Keap and CRM grouping tools to pull contact phone, name, and assignment attributes for each qualifying roster add.
Send daily mission SMS to your field staff roster
Automatically monitor contacts assigned to your staff group across Keap and Twilio. Get daily mission SMS variants when mission index matches or qualifying assignments happen or a valid phone existsβso you can select templates and send morale texts without manual sending.
How this automation delivers daily mission messages
When a contact is assigned to your configured staff group, missed morale outreach can hurt engagement. This automation pulls contact details and assignment attributes, branches to the right mission template, and sends the SMS instantlyβso your team maintains daily consistency.
Keapor swap with your favorite app
2.Branch to mission template
Integrate Paths by Zapier and decision logic tools to branch on mission index or segment and choose the right message variant.
Paths by Zapieror swap with your favorite app
3.Send mission SMS
Integrate Twilio and messaging tools to map phone and mission placeholders to the selected template and send SMS.
Twilioor swap with your favorite app
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Streamline text message follow-up with automated message sends, appointment reminders, and contact updates
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