SMS Steps in Access Automate CRM can now send automation links and chatbot links directly to your contacts. This turns SMS from a simple messaging channel into a fully connected part of your engagement workflow.
What You Can Now Do
Send a link to another automation via SMS, routing a contact into a follow-up workflow.
Send a chatbot link via SMS, prompting a candidate or client to complete a chatbot flow.
Combine SMS outreach with automated workflows for a seamless, multi-step engagement experience.
How It Works
When building an automation, add an SMS Step and select the link type you want to send - either an automation link or a chatbot link. When the step runs, the contact receives a text message containing the plain-text URL. They can tap the link to be taken directly into the relevant flow.
📌 Note: Links are sent as clean plain text - no HTML tags or formatting characters are included in the message.
Example Use Cases
After an initial outreach SMS, automatically send a chatbot link for candidates to complete their availability or compliance information.
Route contacts into a specific follow-up automation based on their engagement, triggered via a link in an SMS.
Things to Know
The link is sent as plain text within the SMS message body.
Standard SMS character limits apply - keep accompanying message text concise.
Contacts must have a valid mobile number on their record for SMS Steps to trigger.