1.Catches inbound SMS webhook
Integrate Webhooks by Zapier and request mapping tools to capture message body and received time.
Create CRM lead and task from incoming SMS
Automatically monitor inbound SMS webhook payloads across Webhooks by Zapier and Formatter by Zapier and Salesforce and Slack. Create and update when inbound SMS webhook arrives, phone numbers normalize successfully, or no CRM match is foundβso you can normalize phones, create leads and tasks, and notify reps without manual data entry.
How this automation creates CRM leads faster
When inbound SMS webhook payloads are received, delays can stall follow-up and cause missed opportunities. This automation formats phone data, finds or creates Salesforce records, and posts Slack notificationsβso your team can act on new intent quickly.
Webhooks by Zapieror swap with your favorite app
2.Normalizes phone number
Integrate Formatter by Zapier and text parsing tools to split message parts and format the phone number.
Formatter by Zapieror swap with your favorite app
3.Finds matching lead or contact
Integrate Salesforce and CRM search tools to locate a record by formatted phone number before creating anything.
Salesforceor swap with your favorite app
4.Creates lead and follow-up task
Integrate Salesforce and task management tools to create a lead and a task linked to that lead.
5.Sends team channel notification
Integrate Slack and link sharing tools to notify a team channel with the phone and record link placeholder.
Slackor swap with your favorite app
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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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