Workflow Triggers

Trigger SMS from Any CRM Workflow

Add a native "Send SMS" action to your CRM workflows in HubSpot, Salesforce, or your existing platform. Trigger texts on deal stage changes, form submissions, and custom events — no code, no middleware required.

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YetiConnect Workflow Triggers with CRM automation dashboard

Why Teams Choose YetiConnect Workflow Triggers

Automate SMS outreach directly inside the tools you already use.

Native Workflow Action

Add "Send SMS" as a workflow action right inside your CRM. No Zapier, no third-party middleware, no extra monthly fees.

Trigger on Any CRM Event

Deal stage changes, form submissions, list membership, property updates, custom events — if your CRM can trigger it, YetiConnect can text it.

Dynamic Personalization Tokens

Insert contact, company, and deal properties as dynamic tokens. Every message feels personal even at scale.

Set Up Automated SMS in Minutes

Four steps to automated SMS from your CRM workflows.

1

Open Workflow Builder

Navigate to your CRM's workflow or automation builder and create a new workflow or edit an existing one.

YetiConnect CRM workflow builder
2

Add "Send SMS" Action

Find the YetiConnect "Send SMS" action in the workflow action menu and add it to your workflow.

YetiConnect Send SMS workflow action
3

Set Triggers and Template

Choose your trigger conditions and compose your message template with personalization tokens.

YetiConnect SMS trigger and template configuration
4

Activate and Monitor

Turn on your workflow and monitor delivery rates, replies, and engagement from the YetiConnect dashboard.

YetiConnect workflow monitoring and engagement dashboard

Automate SMS for Every Workflow

See how teams use workflow triggers to put SMS outreach on autopilot.

Deal Stage Notifications

Automatically text a prospect when their deal moves to a new stage. Keep momentum high without manual follow-up.

Form Submission Follow-Ups

Instantly text leads the moment they submit a form. Speed-to-lead drops from hours to seconds.

Re-Engagement Sequences

Trigger text sequences for stale deals or inactive contacts. Bring cold opportunities back to life with a timely message.

5x

faster than manual outreach

Zero

middleware required

All

workflow types supported

Frequently Asked Questions

Workflow SMS triggers work with HubSpot (Professional and Enterprise), Salesforce, and custom CRM platforms that support automation workflows. Available trigger events vary by platform.
Yes. You can insert any CRM contact, company, or deal property as a dynamic token in your SMS templates. Tokens are replaced at send time with the record's current values, including fallback defaults. Works with HubSpot, Salesforce, and custom platforms.
Absolutely. You can add time delays, schedule sends for specific days and times, and use branching logic to control when messages go out. YetiConnect supports the delay and scheduling options available in your CRM workflow builder.
YetiConnect integrates with CRM workflows and sales sequences across HubSpot, Salesforce, and other platforms. You can add SMS steps alongside email steps so reps can run multi-channel outreach from a single sequence.

Automate SMS from Your CRM Workflows Today

Join hundreds of teams already using YetiConnect to automate SMS outreach at scale.

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Workflow SMS Triggers connect to HubSpot, Salesforce, and other CRM platforms .