Have leads setup to go round robin - email and then setting up twilio to text that lead.
However, if the round robin is setup to email and no phone is placed in at that time, what would be the easiest way to either
- add phone into the round robin zap
- perform a match of the email selected to send lead to, match in a google sheet to it’s corresponding phone number and THEN send twilio text of lead. (whew)
is there an easier way I am missing.
The goal. Lead comes in => 5 people in round robin => email agent in line => text agent in line (same agent)
Best answer by Troy TessaloneView original