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Text leads from your own number when they reach a status, and log the conversation on the lead.
Start free for 7 daysStep-by-step in the docs

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What you can do

  • Text a lead from your own number when they reach a status you choose.
  • Log every text you send and receive on the lead.
  • Text yourself when a lead replies, so you can call them back.

How it connects

  • Recommended

    Zapier

    BlueBot’s Zapier app has a Send Text action and instant triggers for incoming texts and every change of state.

    Zapier in the docs

  • API

    Your own code calls BlueBot’s REST API and listens to its signed webhooks.

    API in the docs

Recipes

Three recipes to start from.

Set one up as written, or change it to fit how you work. The docs have the same recipes step by step.
01With Zapier

Text leads when their status changes

Starts when

When a lead’s status changes in Close

  1. Start a Zap with Close’s trigger for a lead status change.
  2. Add a Filter by Zapier step for the status you care about, such as Qualified.
  3. Add BlueBot’s Send Text action and map the contact’s phone number to To.

The text it sends

Hi {{first_name}}, thanks for the call today. I’ll send the pricing we talked about by Friday.

From your own number

02With the API

Log the conversation on the lead

Starts when

A text comes in or is delivered (BlueBot’s message.received and message.delivered webhooks)

  1. Point BlueBot webhooks for message.received and message.delivered at your own endpoint.
  2. Find the lead in Close by the phone number through Close’s API.
  3. Add each text to the lead as a note.
03With Zapier

Text yourself when a lead replies

Starts when

BlueBot’s New Incoming Text trigger in Zapier

  1. Start a Zap with BlueBot’s New Incoming Text trigger.
  2. Find the lead in Close by the sender’s number.
  3. Add BlueBot’s Send Text action with your own number in To and the lead’s name and reply in Text.

The text it sends

{{lead_name}} replied: “{{message}}”

From your own number

Step-by-step in the docs

More in CRMs

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