1.Captures new SMS reply
Integrate SerwerSMS and messaging sources to trigger workflow processing for each new SMS reply you receive.
Update deal and log note from inbound SMS reply
Automatically monitor new SMS replies across SerwerSMS and CRM notes workflows. Create and update contact records, add deal notes, and reopen dealsβso you can protect pipeline follow-up without manual logging.
How this automation reopens deals with logged SMS context
When new SMS replies arrive, unanswered customer context can stall follow-up and hide intent from reps. This automation records the interaction, updates contact status, and reopens the related deal with a CRM noteβso your team can act faster.
SerwerSMSor swap with your favorite app
2.Adds opt-out to blacklist
Integrate SerwerSMS and opt-out lists to apply a blacklist when replies are explicit opt outs or negative responses.
3.Looks up contact row by phone
Integrate Google Sheets and contact sheets to find the matched contact row by phone and return a row ID.
Google Sheetsor swap with your favorite app
4.Updates contact status to responded
Integrate Google Sheets and reporting fields to update the contact row and set status to responded.
5.Creates note and reopens deal
Integrate Pipedrive and CRM note workflows to create a deal note and move the deal to the configured open stage.
Pipedriveor swap with your favorite app
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Capture complete sales records with automated email logging, meeting logging, and call logging
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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