Notify sales reps and dispatch staff of set appointments

Sales reps miss confirmations when a lead stage changes to 'Appointment Set' or 'Call to Set', causing no-shows and stalled deals. Send instant SMS to assigned reps and dispatch for quick confirmation.

Overview

Missed confirmations cause no-shows and stalled pipelines. This workflow pushes SMS alerts to the assigned sales rep and dispatch when an activity becomes 'Appointment Set' or 'Call to Set', ensuring confirmations happen and response times drop dramatically.

Notable Features

Send SMS to assigned reps
Include appointment details and address
Alert on-call manager as fallback