1.Detect pipeline stage change
Integrate HighLevel and CRM workflow tools to detect pipeline stage changed and trigger the lead onboarding flow.
Create CRM lead and send welcome SMS to pipeline
Automatically monitor pipeline stage changes across HighLevel. Create and update leads and send welcome SMS when pipeline stage changes, lead enters the configured stage, or new lead reaches the stageβso you can assign owners, validate phone numbers, and send timely texts without manual data entry.
How this automation accelerates your lead onboarding
When pipeline stage changed, untracked lead details and delays can slow follow-up. This automation creates a CRM lead, formats a validated phone number, and sends an immediate welcome SMSβso your team can onboard leads faster.
Levor swap with your favorite app
2.Look up owner and account info
Integrate Google Sheets and data mapping tools to look up owner and account details for each incoming lead.
Google Sheetsor swap with your favorite app
3.Create a Salesforce lead record
Integrate Salesforce and CRM fields mapping to create a lead record and map owner, contact, and source details.
Salesforceor swap with your favorite app
4.Format the phone number for SMS
Integrate Formatter by Zapier and phone validation tools to format and validate the mapped number for texting.
Formatter by Zapieror swap with your favorite app
5.Send welcome SMS immediately
Integrate Dialpad and messaging templates to send the welcome SMS to the validated recipient number.
Dialpador swap with your favorite app
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Explore all CRM data entry automations
Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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