Can I filter for high-priority demos only?

Yes, you can filter for high-priority demos and send reminders only for those clients.

Can I customize the SMS reminders to include demo details?

Absolutely, you can include specific demo details and personalize the SMS content.

Who benefits from this automation and how do they use it?

Sales managers and sales reps use this automation to stay prepared for upcoming demos and client meetings.

Accelo + SMS

Notify Sales Reps via SMS for Upcoming Accelo Demos

Ensure sales reps are prepared by sending SMS reminders for their upcoming client demos tracked in Accelo. Perfect for sales managers who want to ensure their team is always ready for client interactions.

Upcoming Client Demo

Triggers when a client demo is approaching in Accelo.

Send SMS Reminder

Sends an SMS reminder to sales reps.

See more Accelo to SMS integrations or use AI to customize your automation.

or pick a common variation below

Notify Accelo Users via SMS for Upcoming Client Meeting

Accelo + SMS

Alert Sales Team via SMS for New Accelo Opportunities

Accelo + SMS

Notify Technicians via SMS for New Accelo Work Orders

Accelo + SMS

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Notify sales reps via SMS for upcoming Accelo demos"

Notify sales reps via SMS for upcoming Accelo demos

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Accelo + SMS.

New Accelo Company

Triggers when a new company is created in Accelo

New Accelo Contact

Triggers when a new contact is created in Accelo

New Accelo Task

Triggers when a new task is created in Accelo

New Accelo Ticket

Triggers when a new ticket is created in Accelo

New Accelo Project

Triggers when a new project is created in Accelo

New Accelo Milestone

Triggers when a new milestone is created in Accelo

New Accelo Activity

Triggers when a new activity is logged in Accelo

Updated Accelo Task

Triggers when a task is updated in Accelo

Updated Accelo Ticket

Triggers when a ticket is updated in Accelo

Updated Accelo Project

Triggers when a project is updated in Accelo

Updated Accelo Milestone

Triggers when a milestone is updated in Accelo

Create Accelo Company

Creates a new company in Accelo

App details

Accelo

Accelo is a cloud-based service operations automation platform. Manage client work, track time and billing, and streamline operations for professional service businesses.