Engage with your customers instantly using SMS without ever leaving SuiteCRM. With Sapient SMS Integration, your team gets a chat-style interface, outbound/inbound messaging, workflow automation, and complete message history right inside the CRM.
Sending SMS through Workflow
- In your workflow, choose Sapient Send SMS as the action.
- Pick an SMS Template – it will send the plain text from the template you selected (with variables like $contact_name).
- Select who should receive the SMS – e.g., the record’s mobile number or a specific user.
Now, whenever the workflow runs, the SMS will be sent automatically – just like an email workflow.
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