A new lead enters eGrow CRM, and the sales team needs to respond before the opportunity cools. Its New Lead trigger can start a Zap that sends a plain-text SMS through Mobile Message, giving the lead a prompt acknowledgement or letting a salesperson confirm the next step. This keeps the first response from depending on someone noticing the CRM at exactly the right time.

The same New Lead event can Create Contact in Mobile Message, so the person is available for later messaging, or Add Contact to List when the lead belongs in a particular audience. eGrow also provides Create Order, which can be used when an incoming SMS should create an order in the CRM after a customer confirms a purchase or request. Each workflow has one starting event and one action, with Zapier passing the selected fields between them.

Use the lead's name, number and relevant sales details to personalise the text. The connection is made through Zapier, so your team can choose the conditions and message wording without building a custom integration.