Amari Clinic

http://www.amarimedical.com - https://amariclinic.com

Set up Text to phone leads

Assigned to
Isaac Klausnser, Medstar Isaac K.
Notes
Hey Isaac Klausnser, Medstar Isaac  
This client SJ from Amari clinic wants leads sent to him via a text. 
Can we accomplish this through Zappier and Gravity form? I believe the latter has a way to send email a phone number based on their provider. Try with both to see. 
The client's number is 914-564-2025
Also BCC my phone number to see if it works on a test - 917-775-8512
Thank you. 

Comments & Events

Hector Mota, Operations Manager at Medstar
Isaac Klausnser, Medstar Isaac  
This client has 4 different websites. 
So just in case, we need it for this one = https://amariclinic.com
Isaac Klausnser, Medstar
Hector Mota, Operations Manager at Medstar Hector  - Yes that's doable in GF.

I have added the client's phone number on amariclinic.com website. Both GF's and Popups.

Can you please share your phone carrier sms email? Thanks.
Hector Mota, Operations Manager at Medstar
Isacc - Yes that's doable in GF. 
Does that mean it is not on Zappier?
Also, did you test it to see that it went through correctly?
Thank you by the way. 
Isaac Klausnser, Medstar
Hector Mota, Operations Manager at Medstar Hector  - Yes already added the client's phone SMS in there as well or you mean to ask if GF to SMS integration is doable through ZAPIER or not?

Yes I did a test and it went successfully.
Hector Mota, Operations Manager at Medstar
Thanks for testing and verifying for us. 
And yes, I meant to ask if SMS integration is doable through Zapier or not. 
Chris mentioned that he wanted it done on both platforms. 
Hector Mota, Operations Manager at Medstar
BTW, I have the same task for you for another client here in case you have not seen this.
Text to Phone leads - Dr. Alla Caring Dental 
Thank you Isaac. 
Isaac Klausnser, Medstar
Hector Mota, Operations Manager at Medstar Hector

I meant to ask if SMS integration is doable through Zapier or not. - Yes it's doable through ZAPIER as well.

Chris mentioned that he wanted it done on both platforms. - That would lead to duplicate leads in client's cell. I think when he said ZAPIER he meant we need to connect both (GF's + Popup) that we have connected with the client's email through ZAPIER. Please confirm with him and let me know. Thanks.

I have the same task for you for another client here in case you have not seen this. - Yes I saw it. Will work on it shortly.
Chris Zelig, Medstar
Yes. Thank u. The text notification is sent as an email yet it still goes to the text app on their phone so they can easily dial
Hector Mota, Operations Manager at Medstar
Chris, awesome that you are here to chime in so that Isaac can know exactly what you meant. 
Thanks.
Isaac Klausnser, Medstar
Chris Zelig, Medstar Chris - Yes I have already setup GF's/POPUPS to SMS using this same method on 24th Jan and confirmed in this thread.

Please let me know if we need to setup this on client't other website Amarihealth.com as well. Thanks.
Hector Mota, Operations Manager at Medstar
Isaac Klausnser, Medstar Isaac
The client is complaining that the leads are coming in early in the morning around 4 am. 2nd, that the numbers are not showing.
See image below -
Let's add Chris phone number ​(646) 694-9450 so he can test it.

Also Isaac, client says he is getting hormone leads from Peak Body that are not his. Let's make sure we are not sending them leads that aren't theirs please. 
Thanks. 
Isaac Klausnser, Medstar
Hector Mota, Operations Manager at Medstar Hector -

The client is complaining that the leads are coming in early in the morning around 4 am - I just checked in the logs and the lead are being sent to client's carrier provider sms gateway the same time they are submitted on the website. If client is receiving them later at 4:00am it seems it is getting delayed on client's phone carrier sms gateway end.

2nd, that the numbers are not showing.  - That's weird. It worked fine with my carrier. To add Chris Zelig, Medstar Chris phone number. Need his phone carrier's sms gateway address. I tried to look on internet but couldn't find it.

I think to get around above issues. We should try with either ZAPIER or Twillio instead of SMS gateway method. Chris Zelig, Medstar Chris . Please confirm.

client says he is getting hormone leads from Peak Body that are not his. - Are you able to ask them for either name or email or any other data of this lead? It would help to track the issue.
Hector Mota, Operations Manager at Medstar
Thank you for your thorough explanation and amazing work Isaac. 
First, on the time of leads coming in, I will let Chris know so that he can fwd this info to the client. 
2nd, Chris has TMobile if that helps. 
Let me ask him to see if he can confirm on the Twilio or Zapier alternative Isaac.