Crisp SMS Automation
Automatically text new Crisp chat leads, tag them for tracking, and add them to a drip. Get quick YES replies for demos and boost chat lead conversion.
Why This Workflow Matters
Your hottest prospects are the people who just chatted. This workflow texts them instantly, so you keep the conversation going while interest is high. With automatic tagging and drip follow-up, every lead gets timely attention no manual work, no missed opportunities, more demos booked.
How The Automation Works
- Trigger: Crisp chat lead captured
- Entry Conditions: lead=true
- Tags/Fields Created: tag: crisp_lead
- ActiveCampaign Steps: Send SMS follow-up -> add to drip
- SMS Sent (via D7): {'method': 'POST', 'url': 'https://api.d7networks.com/sms/send', 'body': "{ 'to':'{{phone}}','content':'Thanks for chatting. Reply YES to get a demo.' }"}
- Exit Conditions: YES or nurture
- Goal: Chat lead conversion
Automation Table
| Step | What Happens | Why It Matters |
|---|---|---|
| Trigger fires | Crisp chat lead is captured | Engages people at the perfect moment right after the chat |
| Entry conditions check | lead=true | Ensures only qualified leads enter the flow |
| Tag applied | crisp_lead | Keeps your CRM organized and easy to segment |
| Send SMS follow-up via D7 with demo prompt | Fast, personal outreach that drives quick replies | |
| If reply is YES | Goal achieved | Chat lead conversion; rep can proceed |
| If no YES, add to drip | add to drip | Keeps nurturing without manual follow-up |
| Exit on YES | nurture | Clear finish so reporting stays clean and accurate |
SMS Message Variations
- Thanks for the chat! Want a quick demo? Reply YES and we’ll set it up.
- Great speaking with you. Reply YES to book a quick product demo.
- Appreciate the chat. Reply YES to get a fast, personalized demo.
Who This Workflow is For
- SaaS and software teams booking live demos after chat
- Service businesses that convert chats into consultations
- E-commerce and retail brands using chat to qualify shoppers
- Agencies and B2B teams relying on speed-to-lead from Crisp
