Nutshell + TextMagic SMS
Add new Nutshell leads to TextMagic SMS contact list
Easily manage new prospects with this seamless automation. When a new lead enters your Nutshell system, this workflow will instantly add their contact information to a list in TextMagic SMS. This coordination between Nutshell and TextMagic ensures that no lead falls through the cracks while improving the way you communicate with potential clients.
Easily manage new prospects with this seamless automation. When a new lead enters your Nutshell system, this workflow will instantly add their contact information to a list in TextMagic SMS. This coordination between Nutshell and TextMagic ensures that no lead falls through the cracks while improving the way you communicate with potential clients.
- When this happens...New Lead
Triggers when a new Lead is created.
- automatically do this!Add Contact to List
Adds contact to the specified list. WARNING: Contacts cannot exist without any lists. If you want to move contacts between lists, first add it to the new list, then remove contact from the old one.
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Lead Won
Triggers when a lead is won.
Try ItNew Company
Triggers when new Company is created.
Try ItNew Person
Triggers when new Person is created.
Try ItAgenda
Activity typeRequired
Start time
End time
Internal note
People within Nutshell
Users within Nutshell
Meeting lasts all day
Flag meeting as important
Street address
Street address line 2
Street address line 3
City
State
Country
Postal code
Address type
