1.Captures new SMS sent details
Integrate CallRail and sms tracking tools to capture sender phone, display name, message body, and source metadata to trigger downstream CRM entry
Add outbound text leads to CRM and assign
Automatically capture new SMS sent details across CallRail and LassoCRM. Route qualifying texts when tracker values match, message body includes info, or phones matchβso you can create or update CRM registrants, assign reps, and log history without manual data entry.
How this automation accelerates your text lead follow-up
When new SMS sent arrives, scattered details can slow follow-up and create duplicate CRM records. This automation filters for configured tracker values, formats contact fields, and creates or updates registrants and notificationsβso your team can respond faster.
CallRailor swap with your favorite app
2.Filters for configured tracker values
Integrate Zapier and workflow rules to check configured tracker values and continue only qualifying SMS messages to reduce bad entries
Email by Zapieror swap with your favorite app
3.Splits names and normalizes phone
Integrate Formatter by Zapier and data normalization tools to split display names and format phone numbers to prepare contact creation
Formatter by Zapieror swap with your favorite app
4.Creates or updates registrant and assigns rep
Integrate LassoCRM and CRM history tools to create or update registrant records, notify assigned reps, and log SMS content to keep CRM current
LassoCRMor swap with your favorite app
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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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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