The Send Text step sends an SMS message to a lead's phone number.
The Send Text step configuration panel.
Configuration
Message Body
Write the SMS content in the message body field. The body supports variables — use the Insert menu (⚡) to browse available lead data fields.
Keep messages concise. SMS best practices recommend staying under 160 characters to avoid message splitting.
From Number
The outgoing phone number is configured on the text agent's Configuration tab. It is shown read-only in this step. To change it, open the text agent settings — a link is shown at the bottom of this step's configuration panel.
Tips
Opt-out compliance. Ensure your SMS program complies with applicable regulations (TCPA, GDPR, etc.). Leads should have opted in to receive SMS messages from your organization.
Missing phone number. If a lead has no phone number on record, this step is skipped and the workflow continues to the next step.
