Ramon Ayers Asked:
“Is it possible to send a text message out to all my leads and ask them to update their contact information via a survey or form builder and have it update their contact information live/automatically?”
The Answer
While it’s not possible to update contact information automatically in Agent CRM, there’s a workaround using the form builder. Here’s how it works:
How It Works
- Create a Form for Contact Updates:
- Use the Form Builder in Agent CRM to design a form requesting updated contact details.
- Include fields for name, email, phone number, address, etc.
- Send a Text Message with the Form Link:
- Go to Contacts and filter your leads.
- Use the bulk action feature to send a text message with a link to your form, asking them to update their information.
Example Message:
“Hi {{contact.first_name}}, we’d love to update your contact info! Please click here to fill out this quick form: [Insert Link]” - What Happens Next:
- If a lead fills out the form with the same email address but a different phone number or other details, Agent CRM will create a new contact instead of updating the existing one.
- Manually merge duplicates afterward to ensure your contact list stays clean.
Why This Approach?
Using a form ensures that you collect accurate and updated information while maintaining flexibility in managing duplicate entries.
Additional Resources
For more tips on managing contact information in Agent CRM, check out:
- Blog Post: How to Create Custom Forms with Agent CRM’s Form Builder
- Blog Post: Agent CRM’s Survey and Forms Tool
Watch and Learn
Check out our Youtube channel for more helpful resources:
