Send text messages to newly created leads

When a new lead is created in Clarify, automatically send a welcome SMS via CircleLoop to establish immediate contact.

Try:

See all Clarify + CircleLoop integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Clarify Explore Clarify →

Triggers

New lead created

Fires when a new lead or contact is created in Clarify.

Deal stage changed

Fires when a deal moves to a new stage in Clarify.

Deal won

Fires when a deal is marked won in Clarify.

Contact updated

Fires when a field on a contact changes in Clarify.

Actions

Create or update contact

Creates or updates a contact in Clarify.

Create deal

Creates a new deal in Clarify.

Update deal stage

Moves a deal to a new stage in Clarify.

Log activity

Logs a call, email, or note against a record in Clarify.

CircleLoop Explore CircleLoop →

Triggers

New inbound SMS

Fires when a new text message is received in CircleLoop.

New call

Fires when a new call comes in or out through CircleLoop.

Missed call

Fires when a call is missed in CircleLoop.

Call recording ready

Fires when a call recording finishes processing in CircleLoop.

Actions

Send an SMS or MMS

Sends a text message through CircleLoop.

Place an outbound call

Starts an outbound call via CircleLoop.

Create or update a contact

Creates or updates a contact in CircleLoop.

Send a voice message

Sends a recorded voice message via CircleLoop.

Log inbound calls and missed calls in CRM When an inbound call or missed call occurs in CircleLoop, automatically log the activity on the contact's record in Clarify. See details

Dispatch text confirmations on won deals When a deal is won in Clarify, send an automated SMS via CircleLoop to confirm details with the client. See details

See all Clarify + CircleLoop integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Send text messages to newly created leads” between Clarify and CircleLoop?

Yes — describe it in the box above and Knit's Integrations Agent researches Clarify and CircleLoop's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting Clarify and CircleLoop help track phone communications?

Inbound calls, text messages, and missed calls handled in CircleLoop can automatically log activities or update lead profiles directly inside Clarify.

Can I automate text message follow-ups when deal stages change?

Yes, updating a deal stage in Clarify can prompt CircleLoop to send an automated SMS confirmation or message to the client.