PepperSend's AI captures leads via SMS text-back after missed calls and sends the contact data to HubSpot, Salesforce, GoHighLevel, and more. Here is how to set it up.
PepperSend sits between your phone system and your CRM. When a call is missed, the AI sends a text, has a conversation, and captures the lead. The lead data is then pushed to your CRM via webhook or Zapier.
Think of PepperSend as the AI capture layer: it converts anonymous missed calls into named, qualified contacts with full conversation transcripts. Your CRM receives clean, structured data it can act on immediately.
Add your business FAQs, pricing, hours, and services to PepperSend's knowledge base. The AI uses this to answer questions and qualify callers during SMS conversations. A well-configured knowledge base directly increases containment rate and lead quality.
In PepperSend settings, set the AI objective to "Qualify Leads." The AI will collect the caller's name, email, and inquiry during conversation. When all fields are captured, PepperSend creates a contact record and fires a [LEAD_CAPTURED] event.
Use Zapier to connect PepperSend's "New Contact" trigger to your CRM. Or configure an outbound webhook URL in PepperSend to POST lead data directly to your CRM's API. The webhook fires on every new contact creation event.
Map PepperSend fields to your CRM's contact and deal fields. Set deal stage to your equivalent of "New Inbound Lead." The lead score field (0-100) is useful for prioritization: 80+ means name and email were both captured.
Send a test SMS to your PepperSend number. Complete a short lead capture conversation. Verify the contact appears in your CRM with the correct fields, lead score, and transcript. Check for any field mapping errors before going live.
Every contact PepperSend creates includes these fields. Map them to your CRM's native fields or store them as custom properties.
| Field | Description | Example value |
|---|---|---|
| phone | Caller's phone number in E.164 format | +18015551234 |
| name | Name captured during AI conversation | Sarah Johnson |
| Email captured during AI conversation | sarah@example.com | |
| inquiry_category | What the caller was asking about | Pricing / Scheduling / Emergency |
| lead_score | 0-100 score based on completeness. 80+ = name + email captured | 80 |
| transcript | Full SMS conversation between AI and caller | AI: Hi, this is... Caller: Hi I wanted... |
| first_contact_at | Timestamp of the first text message sent | 2026-06-07T14:32:00Z |
| handoff_reason | Why the AI handed off to a human, if applicable | lead_captured / low_confidence / cap_reached |
Create or update contacts, add to a deal pipeline, and log the transcript as a note. Use the HubSpot "Create Contact" Zap action.
Create a Lead or Contact record, assign to a campaign, and attach the transcript as an activity. Use Salesforce's standard Zap integration.
POST directly to your GHL sub-account's inbound webhook URL. GHL creates a contact and tags it automatically. No Zapier needed.
Create a Person and a Deal in the correct pipeline stage. Map lead_score to Pipedrive's probability field for automatic prioritization.
Create a Lead record with all captured fields. Use Zoho's "Create Lead" Zap action and map inquiry_category to the Lead Source field.
PepperSend's outbound webhook sends JSON to any endpoint. If your CRM accepts HTTP POST with JSON, it can receive PepperSend leads with no middleware.
PepperSend supports a customer lookup webhook that queries your CRM before the AI responds. When a known customer texts back, the AI greets them by name and references their history. Configure the lookup URL in the admin panel -- no code required.
This is especially useful for service businesses where repeat callers (existing customers) deserve a different greeting than new inquiries.
PepperSend texts back every missed caller within 5 seconds and sends the lead to your CRM. From $15/mo. No contract.