Earlier, within the add automation stage in pipelines, you were able to send intake forms directly via email, but now you can send them through SMS as well.
Use Case: SMS intake forms speed up responses, making pipelines more efficient and productive.
To View the Enhancement:
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2024/05/13121457/image3-10-1024x501.png)
- Navigate to the pipelines module.
- Then, click on the three dots icon present in the top right corner.
- From the drop-down select Automation.
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2024/05/13121538/image2-6-1024x504.png)
- Now, click on Add new Automation Stage.
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2024/05/13121609/image1-10-1024x507.png)
- Now, within the Intake Form option, you can select “Send intake form to contact immediately via SMS.
- Click Save.