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This guide covers how to set up automated SMS messages to leads in your BoxMate CRM using Zapier and Twilio, so new leads receive a text automatically.

CRM | SMS Automation with Zapier & Twilio

This guide covers how to manage, view, and monitor your CRM automations in BoxMate, including quick actions, view options, filtering, and scheduled tracking.

CRM | Managing &amp; Viewing Automations

This guide covers how to build CRM automations in BoxMate, including selecting triggers, configuring criteria, and choosing actions like email, tasks, messages, and SMS.

CRM | Building Automations

This guide provides sample automation ideas for each stage of the lead and customer journey in your BoxMate CRM.

CRM | Sample Automations

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This section is focused specifically on anything needed for the CRM.

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