Templates · Speed to lead

Missed Call Text-Back — your CRM Workflow Template

Never lose a lead who called when you couldn't answer.

Best for: Home services, medical offices, salons, any business that takes inbound calls.

The prompt

Paste this to your AI (Claude, ChatGPT, Cursor) once your MCP is connected.

Build a Missed Call Text-Back workflow in my your CRM: when a call to my business is missed, wait 1 minute, then send an SMS 'Sorry we missed your call — how can we help?'. If there's no reply in 10 minutes, create a follow-up task for the assigned user. Add the tag 'Missed Call' to the contact.

How it works

1
Trigger when a call to your business goes unanswered.
2
Wait 1 minute so the caller isn't messaged mid-ring.
3
Send an SMS: 'Sorry we missed your call — how can we help?'
4
Create a task for the assigned user to follow up if no reply in 10 minutes.
5
Add a tag 'Missed Call' to the contact for reporting.

Ready to ship this in your CRM?

Connect your account, paste the prompt, done.

Connect your CRM

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