Save your sales team time by following up on their behalf, allow them to prioritize their team to dialing for dollars.
- INBOX25 fully connected with CRM (Time - 15 minutes)
- Data modules (Users, Leads or module new records are pushed to) synced with INBOX25 (Time >30 minutes)
- Data field synced where mobile number is stored (Time >5 minutes)
- Twilio integration enabled and from number ported over (Time 10 minutes)
- One (1) email template (Time 30 minutes)
- One (1) SMS message created (Time >5 minutes)
Automated Workflow Steps:
- Give your workflow a unique name (i.e Unable to Connect over Call-->Send Email/SMS follow up) and ensure you're targeting the appropriate CRM module
- For the Automated Condition - Choose CRM Call-->Status-->Not Held
- Define your wait connector, or how long you'd like to wait to send the followup email (i.e 2 minutes)
- Setup an automated action. You will either use a saved draft or create your followup email personalized with the assigned to rep.
- Create an additional action, Twilio, and configure your personalized SMS message
- Test your workflow on a sample record for final validation
- Voila, launch!