This automation allows businesses using the Close CRM platform to automatically detect and forward incoming SMS messages to a specified external phone number.
When a new SMS message is received in Close, the automation will extract the message content and send it to the designated phone number, enabling users to quickly respond to and follow up on important communications. This integration streamlines the process of managing SMS conversations within the Close ecosystem, improving customer responsiveness and productivity for sales and support teams.
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The automation monitors the Close CRM platform for incoming SMS messages. When a new SMS is received, it triggers the automation to extract the message content.
The automation parses the event data from Close to retrieve the full text of the incoming SMS message.
The extracted SMS message text is prepared for forwarding to the designated external phone number.
The formatted SMS message is sent to the specified external phone number, allowing the recipient to quickly respond and follow up on the communication.
1. In the Latenode Credentials panel, add a new credential for Close CRM. 2. Enter your Close API key and save the credential.
1. In the Latenode visual builder, add a Close CRM node. 2. Select the 'Trigger' operation and configure it to watch for new SMS messages in your Close account. 3. Map the 'Message Content' field from the Close node to the 'Message' input of the next node.
1. In the Latenode visual builder, add a 'Set Variables' node after the Close CRM trigger. 2. Create a new variable called 'DestinationNumber' and set its value to the phone number you want to forward the SMS messages to.
1. After the 'Set Variables' node, add a 'Send SMS' node. 2. Configure the 'Send SMS' node to use the 'DestinationNumber' variable as the recipient. 3. Map the 'Message' field from the Close CRM node to the 'Message' input of the 'Send SMS' node.
1. Test the automation by sending a new SMS message to your Close CRM account. 2. Verify that the message is forwarded to the designated phone number. 3. Publish the automation to make it live and start automatically processing new SMS messages.
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