Sales teams using Deal Oracle can see a lead move from new to contacted to sold, but the prospect still experiences the process through the messages they receive. Deal Oracle captures lead and client activity, while Mobile Message can send a timely text when a new lead arrives or a status changes.

Deal Oracle’s New Lead trigger can start Mobile Message’s Send SMS action with a confirmation or next-step message. Lead Status Changed can send a different text when a prospect becomes contacted or sold, and New Client Account can create a Mobile Message contact or add the client to a list. These workflows help sales staff acknowledge activity without manually copying phone numbers into a messaging tool.

Mobile Message’s Inbound SMS Received trigger can also start Deal Oracle’s Create Lead action, giving a text conversation a place in the lead system. The available actions include Update Lead Status and Create Client Account, so choose the result that matches the information in the incoming message. Each Zap handles a defined event and action rather than synchronising both platforms.