1.Catch new incoming SMS
Integrate ClickSend SMS and SMS parsers to map SMS body and metadata so you can link replies to a CRM record.
Update pickup lead status from SMS responses and log
Automatically monitor new incoming SMS across ClickSend SMS for reply confirmations across ClickSend SMS, Salesforce, and Zapier Tables. Update lead status and log the reply and timestamp when scheduled pickup messages arriveβso you can keep activity records current without manual lookup.
How this automation updates pickup lead status and logs SMS replies
When incoming SMS replies arrive, coordinators can waste time matching messages to the right lead and updating records late. This automation maps SMS content to a parsed outcome, filters for the right confirmation category, then updates Salesforce leads and writes reply details in Zapier Tablesβso your team can act faster with accurate activity logging.
ClickSend SMSor swap with your favorite app
2.Run JavaScript to parse replies
Integrate Code by Zapier and ISO timestamp handling to parse Y confirm and C cancel replies for a normalized result.
Code by Zapieror swap with your favorite app
3.Filter for pickup confirmation type
Integrate Filter by Zapier and message routing logic to continue only for messages in the configured pickup confirmation category.
Filter by Zapieror swap with your favorite app
4.Update lead status and timestamp
Integrate Salesforce and CRM mapping to update the matching lead status and record the last response datetime.
Salesforceor swap with your favorite app
5.Find and update record with reply
Integrate Zapier Tables and table updates to write last message details and confirmation results for each matched record.
Zapier Tablesor swap with your favorite app
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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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