What this connection does
Every time Lead Recorder logs a new lead, a Zap sends a text to a number you choose, with the name, phone number, and source. No app to open, no notification to swipe away by accident with gloves on.
Field mapping
| Lead Recorder field | SMS field | Notes |
|---|---|---|
| nameField | Message body | |
| phoneNumber | Message body | |
| utmSource | Message body |
Setting it up
Verify a sender number in Twilio
A real setup step, not optional. Twilio requires a verified number before it will send SMS on your behalf.
Open the Zap template and connect both accounts
Use the embed below, or open the template directly on Zapier. Connect Lead Recorder as the trigger and Twilio as the action.
Build the message body
Keep it short: name, phone number, source. That's enough to act on from a lock screen.
Add a filter if cost matters
SMS costs money per message. A filter on utmMedium (paid channels only, for example) keeps the volume, and the bill, under control.
What catches people out
What catches people out
This costs money per message, and needs a verified sender number. Getting a number verified in Australia is a real setup step, budget time for it. At volume, per-message SMS costs add up fast, which is exactly why a filter on paid-channel leads only is worth setting up rather than texting yourself for every single enquiry.
What it looks like when it's working
Stop missing the call.
Start recording.
Your next lead is about to hit your website. Know exactly where it came from, on your phone, wherever the job takes you.
No credit card required · Included on every plan
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