Credit consultants and new credit repair operators often manage leads, clients and generated letters in Credit Letters Software while also keeping customers informed by phone. A new lead or client can create a need for an immediate welcome message, but manually moving each number into a messaging tool takes attention away from case work. Zapier can pass those events to Mobile Message.

New Lead can trigger an SMS that acknowledges a prospective client, and New Client can send a message with the next practical step. Client Status Changed can also notify a client when their status changes. Mobile Message can Send SMS, Create Contact or Add Contact to List, so the same workflow can communicate and organise a recipient. A separate Zap can use Inbound SMS Received to trigger Credit Letters Software’s Create Lead or Create Client action when a person texts your Mobile Message number.

The connection is made through Zapier, rather than being a native synchronisation between the two platforms. Credit Letters Software remains the source of client and lead activity, while Mobile Message sends messages or receives replies. Keep messages factual, concise and appropriate to the customer’s stage.