👋 Tired of manually sending client updates? This guide reveals how to effortlessly automate text messages directly from Tave, giving you back precious time and delighting your clients.
🗝️ Unlocking Automation: The Three Musketeers
Before we dive in, you’ll need three essential tools:
- Tave: Your trusty CRM for managing leads and bookings.
- Make.com (formerly Integromat): The bridge that connects your Tave and Twilio accounts. (Don’t worry, it’s free! 😉 )
- Twilio: Your SMS superpower for sending automated texts.
⚙️ Setting the Stage: Tave Automation
- Webhook Wonder: Navigate to your Tave settings and create a new webhook address. Think of this as your secret communication channel.
- Give it a memorable name (e.g., “SMS Notifications”).
- Copy the generated address – you’ll need it in a bit! 📋
- Automation Magic: Set up a new automation in Tave based on a lead status change (e.g., a new inquiry).
- Define when you want the text message to be sent (immediately, after a specific time, etc.).
- For this example, we’ll use a custom lead type named “Client” to ensure the right phone number is targeted.
- Webhook Power Up: Choose “Webhook request” as the action for your automation.
- Paste the webhook address you copied earlier.
- Carefully map the necessary data (like client name, session date, or a quote link) using Tave tokens.
🔗 Building the Bridge: Make.com Integration
- Data Detective: Head over to Make.com and start a new scenario. Connect your Tave webhook module to a Twilio module.
- Twilio Setup: Configure the Twilio module with your Twilio phone number and map the recipient’s phone number from the Tave data.
- Craft Your Message: Compose your automated text message, personalizing it with the data you mapped from Tave (e.g., “Hi [Client Name], thanks for your inquiry!”).
- Schedule Smartly: Set your scenario to run at regular intervals, specifying the days and times you want messages to be sent (e.g., weekdays between 9 am and 5 pm).
🎉 Congratulations! You’ve Automated Client Communication!
With your new automated workflow, every time a lead’s status changes in Tave, Make.com will spring into action, sending a personalized text message through Twilio.
Bonus Tip: Experiment with different triggers and messages to fine-tune your automation and create an even smoother client experience.
🧰 Resource Toolbox
- Tave: https://tave.app/join/flashbulb-memories-photo-booth: Your all-in-one CRM for managing leads, bookings, and more.
- Make.com: https://www.make.com/en/register?pc=mojaseo: A powerful, free tool for connecting your favorite apps and automating workflows.
- Twilio: https://www.twilio.com/: The go-to platform for integrating SMS and other communication channels into your applications.
By automating client communication, you’ll not only save valuable time but also impress your clients with your responsiveness and professionalism. Now go forth and automate! 🚀
