1.Monitors new SMS received
Integrate Twilio to capture incoming sender number, message text, and timestamp for lead activity logging.
Record SMS replies to lead records and notify owners
Automatically capture inbound SMS replies across Twilio and Zapier Tables. Create and update when sms replies arrive, opt-out keywords appear, or lead records are matchedβso you can record message context, flag opt-outs, and notify owners without manual logging.
How this automation preserves lead activity
When new SMS replies arrive, delays can break response workflows and create compliance risk. This automation monitors inbound messages, looks up matching lead records, updates response details, and notifies ownersβso your team can act on every reply quickly.
Twilioor swap with your favorite app
2.Detects opt-out keyword presence
Integrate Formatter by Zapier to run a case-insensitive keyword check and output an opt-out flag for the reply.
Formatter by Zapieror swap with your favorite app
3.Looks up matching lead record
Integrate Zapier Tables to find a record by normalized phone number and return the matching record id.
Zapier Tablesor swap with your favorite app
4.Records non opt-out responses
Integrate Zapier Tables to update message fields, last response date, and SMS response status when opt-out is false.
5.Sends reply and ops notification
Integrate Twilio and Email by Zapier to send a short SMS reply and notify sales ops with message details.
Email by Zapieror swap with your favorite app
6.Updates opted-out response path
Integrate Zapier Tables to clear opt-in preferences, set opted-out status, and save the message text for audit.
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Explore all activity logging automations
Capture complete sales records with automated email logging, meeting logging, and call logging
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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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