1.Exports new contact payload
Integrate smartercontact and contact routing tools to receive SMS contact payloads and map source fields to contact fields.
Add SMS contact submissions to CRM lead queue
Automatically monitor exported contact events across smartercontact. Create and update leads when SMS contact payloads arrive, phone details export, or follow-up dates appearβso you can normalize phone, match leads, and keep Salesforce current without manual data entry.
How this automation creates lead-ready queue entries
When exported SMS contacts hit your intake and data stays unprocessed, lead handoff gets delayed and campaigns miss timing. This automation normalizes phone numbers and matches, then updates or creates Salesforce leadsβso your team can route segment-ready prospects.
smartercontactor swap with your favorite app
2.Normalizes phone number to E.164
Integrate Formatter by Zapier and data formatting tools to format incoming phone numbers to E.164 for consistent matching.
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3.Finds matching lead by phone or company
Integrate Salesforce and CRM search tools to search Leads by mobile phone or company address and return the first match.
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4.Updates lead notes and callback date
Integrate Salesforce and CRM updating tools to append notes, set callback dates, and update lead fields for matching records.
5.Creates new SMS lead record
Integrate Salesforce and CRM record tools to create a Lead when no match exists, set lead status, and assign ownership.
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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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