1.Catches new text lead events
Integrate WhatConverts to catch new lead events from text messages and pass payloads to the next step.
Create messaging contact from caller text for follow-up
Automatically monitor new lead events from WhatConverts across Hatch and Formatter by Zapier. Create and enrich messaging contact records when new text leads arrive or caller numbers match or qualifying text leads appearβso you can create contacts, normalize names, and update phone details without manual data entry.
How this automation creates messaging contacts from texts
When new text leads arrive, follow-ups can stall and callers go unanswered. This automation catches text lead events and parses names and then creates messaging contact recordsβso your team can act immediately.
WhatConvertsor swap with your favorite app
2.Splits source caller name
Integrate Formatter by Zapier to split the source caller name on spaces and map tokens to name parts.
Formatter by Zapieror swap with your favorite app
3.Creates messaging contact record
Integrate Hatch to map name parts and phone number and create the messaging contact record in your CRM.
Hatchor swap with your favorite app
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