How can I create separate daily workflows in Integromat to collect specific lead information and send Twilio messages? The goal is to have a webhook collect the following data at 7:00 am from Monday to Thursday for each day:
All leads in an ‘assigned user disposition folder’ with the disposition status as ‘active lead’ and the name ‘new lead.’
Assigned user names and numbers.
Contact details including first name, last name, phone numbers, and email addresses.
The intention is to send a ‘Day 1’ Twilio message from the assigned user(sales rep) to the lead. What’s the best approach to set up these daily workflows efficiently in Integromat?"
More details are needed to provide a specific solution for your case. For example, It’s important to know what lead management systen you are using right now.
Regardless of this info, a basic structure To efficiently set up daily workflows in Integromat for collecting specific lead information and sending Twilio messages will be something similar to this:
- Use a scheduling trigger to start the workflow every day at 7:00 am from Monday to Thursday.
- Integrate with your lead management system or database to fetch leads in the ‘assigned user disposition folder’ with the disposition status as ‘active lead’ and the name ‘new lead.’
Extract Assigned User Details:
- Use tools in Integromat, such as the Text module, to extract assigned user names and numbers from the fetched leads.
Get Contact Details:
- Extract contact details, including first name, last name, phone numbers, and email addresses, from the fetched leads.
Filter and Organize:
- Use the Filter module to refine the data based on the ‘Day 1’ criteria and organize it for the Twilio message.
- Integrate with the Twilio module to send personalized ‘Day 1’ messages to the leads. Utilize the extracted data (assigned user names and contact details) in the Twilio message content.