Contact centre operators often need to act on a new lead while the conversation is still fresh. Datalyse provides New Lead, New Task and New Opportunity triggers, alongside a Send SMS action, so selected CRM events can start Mobile Message messages through Zapier.

A new lead can trigger an acknowledgement from Mobile Message, a new opportunity can alert a sales representative, and a new task can remind an operator of the next action. Mobile Message can also create a contact from a Datalyse event or add one to a list. In the other direction, an inbound SMS received by Mobile Message can create a new Datalyse lead, add a note to an existing lead or edit lead details when the incoming information supports that action.

These focused workflows help your team respond without presenting the connection as a two-way sync. Choose the Datalyse event or action, map the lead and phone fields, and write the message in Zapier. Delivery Status Updated is available for workflows that need a Datalyse action after an SMS result.