Great new feature – Workflow automation adds text message alerts

Automation and Workflow Management now has a Send Text Message Action.  You will be able to send a text message to the account manager, partner rep or a specific phone number.  The text message will include a subject and can include data from the record.

For example, suppose you have a registration page for an upcoming webinar and you’ve used the map web forms to custom forms tool to have the registrations flow into the LeadMaster system.  Now you can get a text message whenever anyone submits the registration form.  In addition you can create a email template that contains the name, company, phone and email of the registrant.  That might be important to know if someone like the CEO registers for the webinar.

Or perhaps you have a landing page and you’d like to know when someone has filled out the form.  You’ll get instant notification and you’ll be able to call them back within a few seconds.  That always surprises people when I do it.  They say, but I just clicked the button.  How did you know I was on your site?  I say, sign up for LeadMaster and find out.

  • You can send a text message to the account manager associated with the record.
  • You can send a text message to the partner rep associated with the record.
  • You can send a text message to a phone number, the phone number must be entered and mobile provider selected.  This is the option I use.

 

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