Send SMS Notifications to Any Phone Number with Automations

Send SMS messages to any phone number directly from Automations—not just CRM contacts to ensure you and your partners are alerted quickly and reliably when something important happens.

What's new in Automations

Send SMS to any number:
Alert teammates, front-desk staff, or yourself—even if they aren’t in your CRM or Business App.
Personalize each message:
Add dynamic fields like a lead’s name or message content.
Customize by use case:
Perfect for fast-moving sales or service teams.

Why this Matters

Critical updates shouldn’t get lost in email or platform notifications. SMS cuts through the noise so teams can respond right away—especially useful for SMB owners who are constantly on the move.

Previously, SMS notifications could only be sent to CRM contacts. This limited timely alerting and made SMB owners rely on email or platform checks. Now, any workflow can deliver instant SMS visibility.

How to Get Started

Requires Conversations AI | Pro.

To add the new Send an SMS message to a phone number step to any automation:

Open the Automation Builder
Choose a trigger (e.g., form submitted, webchat lead captured)
Add the "Send an SMS message to a phone number" action
Enter a phone number and customize the message with dynamic variables