Sortlist SMS Integration

A message from a prospective client on Sortlist can arrive while your team is handling other work. That manual chase creates a risk that a promising opportunity sits unseen, while applications and exported companies compete for attention. Mobile Message can put a concise alert in front of the right person as soon as Sortlist records the event.

Through Zapier, Sortlist events such as Direct Message Received, Opportunity Received and Opportunity Applied can trigger Mobile Message Send SMS. You can also use Create Contact or Add Contact to List when a company is exported from Radar, giving your team a contact record and a sensible follow-up group. If you want a message to start an application, Mobile Message’s Inbound SMS Received can trigger Sortlist’s Apply to Opportunity, but that workflow requires the incoming text to contain the opportunity information your Zap is designed to use. These are separate, one-directional automations rather than a two-way integration. Add filters so only suitable opportunities create alerts, and keep the message short enough for a busy service provider to act on quickly.