1.Captures inbound SMS ticket
Integrate JustCall and phone routing context to capture incoming message details for CRM logging.
Add inbound SMS replies to CRM deal and lead
Automatically capture incoming SMS tickets across JustCall, Filter by Zapier, and Pipedrive. Create and update when inbound replies received, message direction marked inbound, or target number matches the configured landlineβso you can update deal activity, update lead activity, and keep CRM context without manual data entry.
How this automation logs inbound SMS replies to CRM records
When incoming SMS replies arrive to a shared landline, missing logging can break deal context and slow responses. This automation captures inbound SMS tickets and filters inbound messages, then finds the right contact and routes updates to the matching deal or leadβso your team sees context immediately.
JustCallor swap with your favorite app
2.Filters inbound replies to landline
Integrate Filter by Zapier and message direction rules to continue only for inbound messages to the configured landline.
Filter by Zapieror swap with your favorite app
3.Finds matching contact by phone
Integrate JustCall and CRM lookup logic to map originating phone to a matching contact record.
4.Finds matching person record
Integrate Pipedrive and contact matching to find the CRM person record for the routed activity.
Pipedriveor swap with your favorite app
5.Routes update to deal or lead
Integrate Paths by Zapier and pipeline conditions to choose deal update or lead update based on open deal status.
Paths by Zapieror swap with your favorite app
6.Updates deal activity details
Integrate Pipedrive and deal record updates to save the inbound message body to the matching deal.
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