Call & Lead Handling
Instant Lead Intake → CRM Deal + Auto-SMS Confirmation
No-Code Flow
2–3 hours
The Problem
When a new lead arrives from Facebook, Google LSA, Angie, or any lead aggregator, automatically create a contact, create a deal in the sales pipeline, and fire an immediate personalized SMS to the prospect acknowledging their request and prompting them to book.
How It Works
Input
New lead form submission or ad platform webhook (Facebook Lead Ad, Google LSA, Angi, etc.)
Transformation
Zapier catches the lead payload, maps fields (name, phone, email, service interest) to CRM contact + deal record, triggers Stage 1 drip SMS template with dynamic first-name and booking link merge fields
Output
CRM contact created, pipeline deal card placed in 'Cold Lead' stage, prospect receives personalized SMS within seconds containing a self-booking portal link
ReplacesVirtual receptionist or lead-response service ($300–$800/mo)
PRD
prd here
RolesOwnerOffice ManagerSales Rep
IndustriesHVACPlumbingRoofingElectricalPest ControlLandscapingCleaning
PrinciplesSpeed to leadPersonalization at scaleZero manual data entry