Set Up SMS Automation

Configure SMS workflows for instant lead follow-up

Overview

Speed to lead is one of the biggest levers in conversion — teams that respond within five minutes convert at up to 8x the rate of those that wait 30 minutes. This lesson configures a Twilio-powered SMS auto-responder for new leads.

Lesson Details

You'll also review phone number validation, opt-out compliance, and how SMS activity automatically logs into each contact's timeline for a complete audit trail.

What You'll Do in This Lesson

Connect your Twilio number and verify sender ID compliance for your region. Build an instant-response SMS template that fires the moment a new lead form is submitted. Review the compliance checklist (opt-out language, quiet hours) before activating the workflow.

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