SmartTouch NexGen CRM is suited to home buyer and broker teams that need to respond quickly as contacts, forms and property tours move through the sales process. A new contact or completed form can otherwise wait in the CRM until someone notices it. A short SMS can acknowledge the enquiry, confirm the next step or alert a team member while the lead is still active.

New Contact can trigger Mobile Message’s Create Contact action, while Form Filled can send an SMS acknowledging the buyer’s submission. New Tour can also trigger a confirmation message with the available tour details. Life Cycle Updated to Contract provides a useful milestone for notifying a buyer or internal team. Contact Updated can run Update Contact when a selected CRM change should be reflected in Mobile Message.

Each workflow is created in Zapier with one SmartTouch event and one Mobile Message action. Map the available mobile number and write a plain text message suited to the event. You choose whether the result is a contact record, an individual SMS, a list message or a contact update, so the workflow stays focused on the action your property team actually needs.