Sales teams can lose time preparing for calls, chasing background information and deciding what deserves attention first. Behavior Sales can send a New Pre-Call Briefs Is Ready event to Zapier, so Mobile Message can notify a salesperson when preparation is complete. The workflow can also create a contact, send an SMS to one person, or send an SMS to a list.

This is particularly useful for teams that need a prompt before a call, a reminder to review a brief, or a notification when a report based on a LinkedIn profile, Twitter account or plain text is ready. Mobile Message can also receive a contact for later outreach through Create Contact or Add Contact to List. The connection is configured through Zapier and each Zap joins one Behavior Sales event to one Mobile Message action. It is not a two-way sync between sales records and messages. Instead, it gives your sales process a timely communication step whenever a pre-call brief becomes available.

Choose the message carefully so the recipient knows which brief is ready and where to find it. A short internal SMS can be enough to prevent a prepared call from being delayed because a report was overlooked.