How does the SMS Task workflow action work?

You can use a workflow to automate the SMS Message process to your leads, contacts, employees, etc. 
For example, if the status of a lead is Qualified, you might want to send them a thank you note via SMS. You can automate this by setting up a workflow.

Follow these steps to set up the SMS Task action:

1. Click the Add Action drop-down
2. Select SMS Task. This opens a window where you must set up the SMS to be sent and the recipient details
3. Enter the Action Title
4. Enter the SMS body and recipient information
   1. Recipients: Choose the recipient number from the drop-down on the right
   2. Add Fields: Select field values that must be inserted into the message body. For example, when you select the First Name field, you can compose a message that starts with “Hi, ”. The first name of the recipient gets embedded where the placeholder is specified
   3.  SMS Text: Enter the message body here. To insert a field value into the SMS, place the cursor in the desired position
5. Click Save to save the SMS task
6. Click Save to save the workflow

To learn more about the SMS Task action, click here.