Send follow-up SMS and log task for leads
Send follow-up SMS and log task for leads
Your enquiry updates sometimes skip outreach, leaving leads uncontacted and reps without context. You get an SMS sent and a completed task logged so reps see outreach details within minutes.
Workflow preview:
Zap details:
Overview
When enquiry records flip to the SMS trigger, prospects get a personalized text and your ops team gets a completed task logged. That removes manual follow-up gaps and gives reps clear outreach context within minutes.