Create an Advanced Missed Call Text Back Automation in myCRMSIM

This guide explains how to create a Missed Call Trigger workflow in myCRMSIM. The automation demonstrated here goes beyond a simple text reply — it intelligently checks if the caller is an existing contact, branches the logic, creates a new contact if necessary, and sends customized follow-up messages based on the result.

Works for both iPhone and Android

• Log in to your myCRMSIM account.
• From the left sidebar under the MAIN section, click Automations.
• Open an existing workflow or create a new one.
• Give your workflow a clear name at the top left, for example: Missed Call Text Back.

• On the workflow canvas, add a new trigger from the left-hand panel.
• Select Missed Call Trigger.
• The trigger will appear on the canvas. Click the trigger block to open its settings in the right-side PROPERTIES panel.

• Click + Add Filters.
• Select Duration and set the condition to Is not empty.
• Click + Add Filters again.
• Select From and set the condition to Is not empty.

• Add a Find Contact node below the trigger.
  
• In the Properties panel, set Find Contact By to Phone Number.
  
• In the value field below it, insert the custom variable: {{contact.phone_number}}
• This node will automatically create two branches on your canvas: Contact found and Contact not found.

Follow these steps for the left branch (when the caller is already in your CRM).

• Add an Add Notes action to the "Contact found" path.
• In the Properties panel, under Write Note, enter text like: contact found. This will be added to the contact's timeline.

• Add a Wait action below the note.
  
• In the Properties panel, set the Wait Duration to 30.0 and the unit to Seconds. This adds a natural delay before the text is sent.

• Add a Send Message action below the Wait step.
• In the Properties panel, set the Phone Number field to: {{contact.phone_number}} (Note: Ensure you use phone_number, not just number).
• In the Message field, draft your reply. You can use variables like {{contact.first_name}}. Example:
• ◦ Hi {{contact.first_name}}, welcome to myCRMSIM contact found and message send

Follow these steps for the right branch (when the caller is new).

CRITICAL STEP: You MUST explicitly create the contact record so the system can save their phone number for future use

• Add a Create Contact action to the "Contact not found" path.
• In the Properties panel, click + Add Field.
• Select Phone Number (key) from the dropdown.
• In the value field, enter the variable: {{contact.phone_number}}. This saves the incoming caller's number to the new record.

• Add an Add Notes action below Create Contact.
• Under Write Note, enter text like: Contact Not found.

• Add a Wait action below the note.
• Set the Wait Duration to 30.0 and the unit to Hours (or whatever delay you prefer for new leads).

• Add a Send Message action below the Wait step.
• Set the Phone Number field to: {{contact.phone_number}}.
• In the Message field, draft your welcome text. Example:
• ◦ Hi {{contact.first_name}}, welcome to myCRMSIM contact NOT found and then create contact and Send Message

• Add an End node (often labeled "Go To" or "Loop back") at the bottom of the path to safely terminate the branch.

• Add a Wait action again below the loop.
• Set the Wait Duration to 1.0 and the unit to Hours (or whatever delay you prefer for new leads).

• Review your full canvas to ensure both branches are complete.
• In the top-left corner, next to the workflow title, click the toggle switch to change it from Draft to Active (the toggle will turn blue).
• Click the blue Save button at the top.
• A green notification will appear confirming: Workflow saved.

After configuring and activating the workflow, perform the following tests to verify that the automation is working correctly.

1. Ensure the test phone number already exists in your myCRMSIM contacts.
2. Using a mobile phone, place a call to the connected myCRMSIM number.
3. Do not answer the call so it becomes a missed call.
4. Verify that the Missed Call Trigger is activated.
5. Confirm that the workflow follows the Contact Found branch.
6. Check that:

• A note is added to the contact timeline.
• The configured wait time is applied.
• The SMS is successfully sent to the existing contact.
• The workflow completes successfully.

1. Use a different mobile number that does not exist in your CRM.
2. Place a missed call to the connected myCRMSIM number.
3. Verify that the Missed Call Trigger is activated.
4. Confirm that the workflow follows the Contact Not Found branch.
5. Check that:

• A new contact is automatically created.
• The caller's phone number is saved correctly.
• A note is added to the newly created contact.
• The configured wait time is applied.
• The welcome SMS is successfully delivered.
• The workflow ends without any errors.

1. Opening the workflow in Automations.
2. Clicking the Execution Logs tab at the top of the builder.
3. Looking for a recent execution entry — it should show the trigger fired and all actions completed successfully.

How to Set Up the Native Missed Call Text Back Workflow in High Level

Missed Call Text Back SMS