Send text messages to newly created leads

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

Try:

See all Followup + Ruby 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.

Followup Explore Followup →

Triggers

New contact or lead

Fires when a new contact or lead is added to Followup.

Contact updated

Fires when a field on a contact changes in Followup.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Followup.

Deal won

Fires when a deal is marked won in Followup.

Actions

Create or update contact

Creates or updates a contact in Followup.

Create deal

Creates a new deal in Followup.

Update record stage

Moves a deal or record to a new stage in Followup.

Log activity

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

Ruby Explore Ruby →

Triggers

New inbound SMS

Fires when a new text message is received in Ruby.

New call

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

Missed call

Fires when a call is missed in Ruby.

Call recording ready

Fires when a call recording finishes processing in Ruby.

Actions

Send an SMS or MMS

Sends a text message through Ruby.

Place an outbound call

Starts an outbound call via Ruby.

Create or update a contact

Creates or updates a contact in Ruby.

Send a voice message

Sends a recorded voice message via Ruby.

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

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

See all Followup + Ruby integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Send text messages to newly created leads” between Followup and Ruby?

Yes — describe it in the box above and Knit's Integrations Agent researches Followup and Ruby'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 Followup and Ruby help track phone communications?

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

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

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