1.Detect inbound SMS messages
Integrate CallRail to catch incoming SMS lead messages for creating the next CRM action.
Create CRM deal from incoming SMS lead messages
Automatically monitor SMS received across CallRail and normalize phone numbers using Formatter by Zapier. Create and update deals when a matched phone and inbound SMS arriveβso you can create deals, log SMS engagement, and notify assigned owners without manual data entry.
How this automation creates CRM deals from SMS leads
When SMS received triggers, leads can stall while someone manually enters details into the CRM. This automation formats phone numbers, finds or creates deals, and adds SMS engagement and owner notificationsβso your team can follow up fast.
CallRailor swap with your favorite app
2.Format phone number to E.164
Integrate Formatter by Zapier and phone normalization tools to standardize the phone number for deal matching.
Formatter by Zapieror swap with your favorite app
3.Lookup deal by phone
Integrate Sub-Zap by Zapier and CRM lookup tools to retrieve an existing deal ID and suggested owner.
Sub-Zap by Zapieror swap with your favorite app
4.Find or create and assign deal
Integrate HubSpot and CRM deal tools to find or create the deal, set pipeline and stage, and assign ownership.
HubSpotor swap with your favorite app
5.Add SMS note to contact
Integrate HubSpot and contact engagement tools to add an SMS thread and summary as a CRM note.
6.Notify assigned owner by email
Integrate Gmail and email messaging tools to optionally send the assigned owner a deal link and SMS excerpt.
Gmailor 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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