A new lead arrives in Clienty while the team is already handling calls, proposals and tasks. Instead of leaving that person waiting, a New Lead event can send a prompt SMS or create a contact in Mobile Message. A New Sale can also start a confirmation message, while Lead Status Changed can keep the prospect informed as work moves forward.

Through Zapier, Clienty can pass these events to Mobile Message actions including Send SMS, Send SMS to List, Create Contact and Add Contact to List. This helps sales teams acknowledge enquiries quickly, welcome prospects into a follow-up list or tell a new customer that their sale has been recorded. Clienty continues to hold the lead, proposal and sale information, so staff can manage the process in one place. The SMS simply provides a timely touchpoint and a clear next step. You can map the lead’s name, mobile number and status into the message, then use different Zaps for new leads, sales and status changes. The result is a more responsive handover from first contact to completed sale, without relying on someone to remember every text.