A furniture dealer receives a new sales lead or follow-up, but the next action can be missed while staff move between projects and customer records. e-manage|ONE can start a Zap when a new sales lead, contact, company or follow-up is created. Mobile Message can then send an SMS to the responsible person or create a contact for later communication.

The connection is useful for dealer teams that need clear prompts from their operating system. A new project can notify a project owner, while an updated contact can update the corresponding Mobile Message contact when that is the action you want to run. The available e-manage|ONE actions also include creating follow-ups, projects, companies and records. A Mobile Message inbound SMS can therefore create a follow-up or contact record when the required information is mapped. Each workflow is one-directional and runs through Zapier. It does not maintain a synchronised customer record between the services.

Select the event, map the fields and write a concise message or record action. Filters can route alerts by project, company or lead type, so staff receive the prompts that fit their role.