1.Catch Hook receives inbound SMS payload
Integrate Webhooks by Zapier and notification routing tools to ingest the incoming SMS payload and surface sender phone and message body.
Create or update customer records from inbound SMS
Automatically capture inbound SMS payloads across Webhooks by Zapier, Zapier Tables, Looping by Zapier, and Customer.io. Create and update when sender phone matches a record, payment-related messages arrive, or recipient IDs are presentβso you can upsert contacts, link recipient IDs, and set the payment-confirmation flag without manual data entry.
How this automation upserts your contact profiles
When inbound SMS arrives without a structured CRM record, follow-up and segmentation break down. This automation captures SMS payloads and finds matching records, then loops recipient IDs and creates or updates Customer.io contactsβso your team can keep profiles current.
Webhooks by Zapieror swap with your favorite app
2.Finds record by sender phone
Integrate Zapier Tables and contact lookup tools to search your table for a record matching the sender phone and return recipient IDs.
Zapier Tablesor swap with your favorite app
3.Loops recipient IDs for processing
Integrate Looping by Zapier and data iteration tools to process multiple recipient IDs so each related profile is handled.
Looping by Zapieror swap with your favorite app
4.Creates or updates person profiles
Integrate Customer.io and customer profile tools to create a new person or update an existing one and set the payment-confirmation flag.
Customer.ioor swap with your favorite app
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