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Send the Form to the Contact via Email/text in the Pipeline Automation

Earlier, within the add automation stage in pipelines, you were able to send intake forms directly via email, but now you can send them through SMS as well.

Use Case: SMS intake forms speed up responses, making pipelines more efficient and productive.

To View the Enhancement:

  • Navigate to the pipelines module.
  • Then, click on the three dots icon present in the top right corner.
  • From the drop-down select Automation.
  • Now, click on Add new Automation Stage.
  • Now, within the Intake Form option, you can select “Send intake form to contact immediately via SMS.
  • Click Save.

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