1.Detects new SMS contact export
Integrate smartercontact and contact import tools to detect new SMS contact exports for CRM entry.
Add or update lead contacts from incoming SMS leads
Automatically capture new SMS contact exports across smartercontact and Follow Up Boss. Create and update CRM leads when qualifying labels appear, inbound messages arrive, or contacts fail to matchβso you can create records, add notes, and set lead stages without manual data entry.
How this automation accelerates SMS lead outreach
When new SMS contacts arrive but CRM entries stay unprocessed, outreach slows and priority leads get missed. This automation maps export fields, creates CRM contacts, and sets contact stage and sourceβso your team can act on intent faster.
smartercontactor swap with your favorite app
2.Maps export payload to fields
Integrate smartercontact and field mapping tools to map names, phones, emails, messages, and labels into contact data.
3.Creates CRM contact with tags
Integrate Follow Up Boss and contact management tools to create a CRM contact, save notes, and attach tags.
Follow Up Bossor swap with your favorite app
4.Applies stage and lead source
Integrate Follow Up Boss and pipeline configuration tools to set the SMS lead stage and mark the lead source.
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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Step 1
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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
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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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