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Add CRM leads to SMS marketing tool

What does this automation do?

Every time a new lead is created in a CRM system, this automation will automatically create a new contact in an SMS marketing tool.

CRM
SMS Marketing

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How does the implementation work?

Here is our 5-step process for turn-key automation:

  1. We assess your needs and verify that the automation does what you expect.
  2. We map out the systems you currently have in place, and identify any additional needs.
  3. We send you a proposal for implementation.
  4. We implement the automation.
  5. We provide documentation and training for the automation.
What processes this automates

Welcome new leads with SMS

Immediately engage new leads with a welcome message via SMS, improving lead engagement and conversion rates.

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Send promotional offers to new leads

Quickly deliver targeted promotions to new leads via SMS, increasing the chances of initial purchase and customer acquisition.

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Automated lead follow-up

Automatically follow up with new leads via SMS to nurture relationships and guide them through the sales funnel.

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Trigger SMS based on lead source

Customize SMS messages based on the lead source identified in the CRM, allowing for more personalized and effective communication.

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Sync lead data for multi-channel marketing

Ensure consistent lead data across CRM and SMS marketing platforms, enabling seamless omnichannel marketing campaigns.

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