CRM Triggered SMS: Send a Text Automatically When a CRM Event Fires
Trigger outbound SMS messages automatically when a CRM contact is created, tagged, or reaches a specific status. New lead form submission sends a text within seconds.
How It Works
Set up a trigger in the Automations tab — select the event, contact filter, and SMS sequence to start. When the trigger fires, the contact is enrolled and the first SMS is sent.
- Trigger on new contact creation
- Trigger on tag applied
- Trigger on lead score threshold
- Trigger on custom field value
- Configurable send delay
- Works with internal and external CRM events via API
Who Uses This
Speed to lead
Send a text to every new form submission within 30 seconds while the lead is still on your website.
Stage-based follow-up
Send a targeted text when a deal is moved to a specific pipeline stage.
Post-call follow-up
Trigger an SMS sequence automatically after an AI receptionist call that results in a specific outcome.
Frequently Asked Questions
How quickly does the SMS send after a trigger?
Within seconds for immediate triggers. Configurable delays are also available.
Can I trigger SMS from a third-party CRM event?
Yes. Use the API or Zapier to send trigger events from HubSpot, Salesforce, or any external tool.