Simply CRM gives you the flexibility to send sms notifications to your customers. You can also prefer to automate the process of sending sms notifications with the help of workflows. Before setting up SMS Task you’ll need to make sure that your SMS Notifier is configured. We support popular text messaging services such as Text Any Where and Clickatell. I will try to explain how to set up a workflow to automate the process of sending sms to Leads.
The goal behind the workflow we are now trying to set up is to send sms notifications to leads when Lead Status is Pre Qualified
1. In the Creating Workflow view, select Leads from Select Module dropdown
2. Click Next
3. Provide desired condition. My condition is Lead Status is Pre Qualified. This workflow is going to send me an email only if this condition is satisfied.
4. After providing condition, click Next
5. In third and final step, you’ll need to compose message body and select the customer’s phone field on which sms should be sent. You can select desired phone number field from Recipients field. Compose sms body in SMS Text.
6. After composing sms, click Save
7. After successfully setting up workflow, click Finish
Notes!
You can also select field variables from Add Fields field. Field variables will be displayed as appropriate field values when sms is received. For instance, $firstname will populate customer’s first name information from the corresponding record.