1.New inbound message
Integrate Front, shared inbox tools, and CRM activity logging to trigger on new inbound messages and map sender and message body to your workflow.
Add inbound SMS messages to deal activity timeline
Automatically monitor new inbound messages across Front. Create and update when messages arrive—format the sender number, match the right contact and deal, and add deal timeline notes—so you can avoid manual data entry.
How this automation logs inbound SMS activity your team can trust
When new inbound messages arrive in Front, missed replies can break follow-up and confuse deal context. This automation formats the phone, finds people and deals, and creates linked deal notes—so your team can act on the full timeline.
Frontor swap with your favorite app
2.Format the sender phone number
Integrate Formatter by Zapier, phone normalization tools, and data formatting to format the sender number to E.164 and output one value.
Formatter by Zapieror swap with your favorite app
3.Find person by formatted phone
Integrate Pipedrive, CRM search tools, and contact matching to search for a person by formatted phone and continue for qualifying results.
Pipedriveor swap with your favorite app
4.Find deal for the person
Integrate Pipedrive, deal search tools, and CRM relationship mapping to search for deals tied to the person and continue for the first qualifying deal.
5.Create note on the deal timeline
Integrate Pipedrive, CRM notes, and timeline tracking to create a note on the found deal and link it to the person.
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Capture complete sales records with automated email logging, meeting logging, and call logging
Set up in minutes
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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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