A property team records a new reservation or payment in PlanOK GCI while the customer is waiting for confirmation. Staff may need to copy the contact details into a separate messaging tool before sending an update, which creates delays at an important point in the sales cycle.

Zapier can turn selected GCI events into Mobile Message actions. New Reservation can send a confirmation SMS, while New Payment can send a payment acknowledgement. New Contact C is especially useful when GCI has the contact name, project and mobile phone, because it can create a complete Mobile Message contact. You can also use Inbound SMS Received to trigger GCI Update Centralizer, giving the central team a record when a customer texts back. Other events, including New Quote, New Promise and New Payment Reconciled, can be selected when their timing suits your process. Each automation is a separate one-way Zap, rather than a native sync between the systems.