Levitate SMS Integration

Chasing down details from a text conversation so they can be typed into another system eats time that should go toward the relationship itself. When a client sends a message, that reply too often sits in a phone until someone remembers to log it in Levitate, or worse, it never gets logged at all. Connected to Mobile Message through Zapier, Levitate can pick up an inbound SMS and act on it straight away, creating or updating a contact so the record reflects what actually happened.

For insurance agents and advisers, the gap between a client texting back and a note landing in Levitate is where details get lost. A client confirms a change over SMS, and instead of someone opening Levitate later to update the file, the Create or Update a Policy action can log it as soon as the reply comes through Mobile Message.

The same logic applies to donations for nonprofits using Levitate. A donor's text back confirming a gift can trigger a new Donation record without a staff member reading the thread and typing it up later. Every SMS reply becomes a contact, a policy update or a donation the moment it matters, so nothing sent by text sits waiting to be entered afterwards.