How to Get Text Notifications for Scheduled Calls in Agent CRM

David Facer Asked:

“Is there a way to schedule a call and have it send you a text on your phone or some other pop-up on your screen?”

The Answer:

Yes, you can set up a trigger in Agent CRM to send you a text notification whenever a call or appointment is scheduled. This ensures you never miss an important meeting and can stay on top of your schedule. Here’s how you can easily configure this feature.

Step-by-Step Guide to Setting Up Text Notifications for Scheduled Calls

1. Navigate to the Automation Tab

• Go to Automation >> Triggers in your Agent CRM dashboard.

2. Create a New Trigger

• Click + Add Trigger to start setting up your notification workflow.

3. Configure the Trigger

• Trigger Event:
  • Select Appointment Scheduled as the event that will activate the workflow.

4. Add an Action for Text Notification

• Action Type:
  • Choose Send SMS from the available options.
• Message Content:
  • Craft a text message that includes the key details of the appointment:
    • Example Message:
      css

      CopyEdit

      Hi {{user.name}}, a new call has been scheduled:
- Date: {{appointment.only_start_date}}
- Time: {{appointment.only_start_time}}
- Contact: {{contact.first_name}} {{contact.last_name}}


5. Save and Test the Trigger

• Save your trigger and test it by scheduling a dummy appointment to ensure the text notification is sent correctly.

Additional Options for Notifications

Desktop Pop-Ups

If you prefer on-screen notifications, you can integrate with tools like Slack or email platforms using Zapier. Here’s how:

1. Set up a Zap to connect Agent CRM with Slack or your email client.
2. Configure the trigger for new appointments to send a notification to your chosen platform.

Pro Tips for Maximizing Appointment Notifications

• Personalize Notifications: Include all relevant appointment details to save time.
• Test Regularly: Periodically check that notifications are being sent and received as expected.
• Tag Important Appointments: Use tags or filters to prioritize high-value meetings.

Learn More

Explore these resources to enhance your scheduling and notification setup:

• Setting Up Your Calendar in Agent CRM: A Step-by-Step Guide
• Create Campaign & Add Contacts to It
• Never Miss a Client: Automating Missed Call Follow-Ups in Agent CRM

Also be sure to check out our Youtube channel:

• Getting Started With an Insurance CRM