Skip to content
Log inSign up
Templates
Create contact and send SMS to new leads

Create contact and send SMS to new leads

Your site form responses for local jobs arrive without an entry, leaving intake and sales without contact context. This creates the contact and alerts the owner so leads get replied to same day.

Create contact and send SMS to new leads

Overview

Leads coming from your website often arrive untracked, forcing intake and sales to manually recreate contacts and delay outreach. This flow captures each qualifying submission as a contact and delivers SMS summaries to the prospect and owner so follow-ups happen within minutes and replies occur the same day.

Create contact and send SMS to new leads