1.Exports SMS contacts
Integrate smartercontact and contact export sources to capture new SMS contact records and start lead entry.
Create CRM lead from SMS contact exports and assign
Automatically import SMS contact exports across smartercontact and Follow Up Boss. Create and update when SMS contact export arrives, new message history appears, or contact fields completeβso you can create CRM leads, update qualify stages, and log inbound SMS history without manual CRM entry.
How this automation creates qualified CRM leads
When SMS contact exports trigger, delays can leave inbound leads unassigned and unqualified. This automation creates contacts, updates stages, assigns owners, and logs SMS historyβso your team can follow up with context.
smartercontactor swap with your favorite app
2.Creates CRM contact
Integrate Follow Up Boss and CRM fields to map source data into a contact record to create leads.
Follow Up Bossor swap with your favorite app
3.Changes contact stage
Integrate Follow Up Boss and pipeline configuration to set the new contact to your configured qualify stage to reflect readiness.
4.Assigns contact owner
Integrate Follow Up Boss and routing rules to assign the contact to your configured owner or team pool.
5.Creates CRM note
Integrate Follow Up Boss and note storage to append SMS message history, labels, campaign context, and freeform notes.
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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