Salesforce SMS Automation
Streamline your lead response process by connecting ActiveCampaign and D7 SMS. Deliver an instant welcome message, collect feedback, and trigger next steps all without lifting a finger.
Problem This Workflow Solves
When a new enterprise lead enters your CRM, every minute counts. Manual follow-ups lead to missed opportunities, delayed responses, and inconsistent communication. This workflow ensures that every new lead receives a timely, personalized welcome and that your team is automatically notified to take the right action next.
How the Workflow Operates
The workflow begins the moment a new lead or opportunity is created or updated in your CRM. ActiveCampaign instantly creates or updates the contact record, applies the right tag, and launches an automation that sends a personal SMS message through D7. The system then waits for the lead’s reply. Based on their response, the workflow either opens a new deal or task for your sales team or continues with an automated nurture sequence all designed to drive engagement and conversion, your primary KPI.
Simple Workflow Table
| Step | What Happens | Why It Matters |
|---|---|---|
| 1 | Trigger:A new lead or opportunity is added/updated in Salesforce | Ensures every new enterprise lead enters the right workflow instantly |
| 2 | ActiveCampaign creates/updates the contact and adds a relevant tag | Keeps your customer data organized and ready for targeted actions |
| 3 | Automation starts and sends a welcome SMS via D7 | Engages leads immediately with a personal, real-time message |
| 4 | System waits for a reply | Gives your lead time to respond and show intent |
| 5 | If response is positive, a new deal or task is created | Enables fast handoff to sales for quicker follow-up |
| 6 | If no positive reply, nurture sequence continues automatically | Keeps communication going to boost long-term engagement and conversion |
SMS Message Variations
- Hi {{first_name}}, thanks for connecting welcome to our enterprise program! Reply HELP for support.
- Hey {{first_name}}, great to have you with us! You’re now part of our enterprise network. Need anything? Reply HELP.
- Hello {{first_name}}, your enterprise journey starts here reply HELP if you’d like guidance or support today.
Who Benefits From This Workflow
- Sales Teams who need an automatic, reliable follow-up mechanism for new enterprise leads.
- Marketing Teams focused on consistent brand messaging and engagement metrics.
- Customer Success Managers who want early, personalized contact with high-value accounts.
Integrate Now
Automate your enterprise lead welcome process today.