SMS - How to receive SMS reply notification

1 min read

How can lead owners get notified when a lead replies to an SMS?

In the system, users can configure a workflow to send out email notifications whenever a lead replies to an SMS. 

Steps to create the workflow:

  1. In Sales > Workflows > click Create Workflow.

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  2. Name your workflow, and make sure you're creating an an Event Based type, and click "Next".

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  3. From the drop down menu, select "When someone responds to SMS" and click "Next".

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  4. You can set different condition if needed, and click "Next."

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  5. Click "Choose Action" and select "Send Email."

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  6. Please make sure the "To" section is set to "Lead Owner."

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  7. You can customize the Subject line as well as the email content using predefined keywords, and click "Associate & Save" once completed.

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  8. Click "Create" to finish building your workflow.

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