Manually Add a New Lead to Start a Text Conversation
Want to add a new contact record to CallAction? Easily start a text conversation with a new contact in CallAction.
Steps to start a new contact to CallAction and start a new conversation on both mobile and desktop version.
If you are a CallAction client, click here to for quick step by step tour.
Add Contact via Mobile
Button to add new contact and start conversation on mobile view.
Add Contact via Desktop / Tablets
Button on desktop and tablet version.
Details steps to adding a contact below.
How to Add a Contact to CallAction
Login to CallAction
Click on Conversations icon
Click on the green Start Conversation button on top left
Select a CallAction phone number to start conversation
Enter a valid mobile number (required) for the new contact
Enter First & Last name
Enter email address for contact
Enter a text message or select one of your canned response templates.
What CallAction Does Next
Here's exactly what happens after you click the text button to start a new conversation.
New contact record is created in CallAction
If CRM integration is enabled, lead is synced to your CRM
If you have reverse data append, CallAction will do data append and update the contact record
Text message is sent to new Contact to start conversation
Conversation history is updated
Once the contact record has responded to your initial text message, you can then assign a drip campaign to follow-up or nurture the lead long term.
Use Case for New Conversations
Some ideas to start new conversations with contacts.
Direct email inquiries
Openhouse signup sheets
Old contacts not currently in CallAction
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