Credit consultants using CLG App can receive a new client or lead while they are reviewing files, preparing letters or speaking with another customer. That delay can make a follow-up feel disconnected from the customer’s decision. With Zapier, CLG App events can start Mobile Message SMS actions, while an inbound text can create or update a lead or client in CLG App.

New Lead and New Client are natural points for a quick internal alert or customer acknowledgement. New Letter Generated can also notify a consultant that a letter is ready for the next step. In the other direction, Inbound SMS Received can trigger CLG App’s Create Lead, Create Client, Update Lead or Update Client actions when the necessary fields are supplied. Delivery Status Updated can likewise be used for a selected update workflow. Each Zap has one trigger and one action, so you can choose precisely what staff need to see and what information CLG App should receive.