📱 New Automation Upgrade: Send SMS Alerts to Any Phone Number
When something important happens in your business, the right people need to know immediately. This newest update makes that easier than ever. You can now send SMS notifications to any phone number directly from Automations—not just CRM contacts.
It’s a small feature with big ripple effects, especially for busy teams and business owners who live in motion.
What’s New in Automations
Send SMS to anyone who needs to know
You can now alert:
• Teammates
• Front-desk or on-site staff
• Yourself
• Partners
Even if they aren’t stored as a CRM contact.
Personalize each message
Dynamic fields let you pull in details such as:
• Lead name
• Form content
• Message text
• Appointment details
So every notification arrives with context, not confusion.
Customizable for nearly any workflow
Designed for fast-moving businesses that need quick visibility across sales, service, fulfillment, or support.
Why This Matters
Email gets buried. Platform notifications get missed. But SMS cuts through the noise.
This upgrade makes communication more dependable, especially for small business owners who spend more time in trucks, job sites, and customer homes than behind a desk.
Before this update, SMS alerts could only go to CRM contacts, limiting visibility. Now, alerts can reach whoever needs them, the moment something happens. It’s a game-changer for response time and customer experience.
How to Get Started
This feature requires Conversations AI | Pro.
To add SMS alerts to any automation:
Open the Automation Builder
Choose a trigger (form submitted, webchat lead captured, missed call, etc.)
Add Send an SMS message to a phone number
Enter the number(s) you want alerted
Personalize the message using dynamic variables
And that’s it. Your workflow now has instant SMS visibility built in.
If you’d like help setting up smart notifications or building a frictionless lead-response system, Capital Valley Marketing can guide you through it. You deserve steady business, not random moments of panic checking inboxes.
