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Instant Lead Alerts with Ruby and Rails

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You probably already have landing pages or product detail views which you're using to generate some excellent leads for your business. Would you like to let the sales team know when you've got a new qualified lead?

In this tutorial, we'll use Twilio Programmable SMS in a Ruby on Rails application to send a message when a new lead is found.

In this example, we'll be implementing instant lead alerts for a fictional real estate agency.

We'll create a landing page for a house and notify a real estate agent the moment a potential customer requests information.

Learn how Porch uses Twilio SMS to send home contractors instant alerts when they are selected for a new project.

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      app/views/home/index.haml

      Landing page template

      app/views/home/index.haml

      Let's see how it works! Click the button below to continue.

      Let's Hop on Some Leads

      Landing Page Data

      To display a landing page for our fictional house we need some data to display to web surfers.

      For demonstration purposes we've created a hard-coded hash containing the information we need.

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          app/controllers/home_controller.rb

          The landing page data to expose

          app/controllers/home_controller.rb

          Now that our route is ready, let's see how to render the Landing Page.

          Next

          Render the Landing Page

          In our HAML template we insert our hard coded data about the fictional house. We also add a form in the sidebar so the user can request more information and send in their contact info.

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              app/views/home/index.haml

              Landing page template

              app/views/home/index.haml

              Now that our landing page is ready, let's see how to set up the Twilio REST Client.

              Next

              Creating a Twilio REST API Client

              Now we need to create a helper class with an authenticated Twilio REST API client that we can use anytime we need to send a text message.

              We initialize it with our Twilio Account Credentials stored as environment variables. You can find the Auth Token and Account SID in the console:

              console credentials

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                  lib/message_sender.rb

                  Now that our Twilio Client is ready, let's have a look at how to handle an incoming lead.

                  Handle the Leads

                  Handle the Lead POST Request

                  This code handles the HTTP POST request issued by a user's form on our landing page. It uses our MessageSender class to send an SMS message to the real estate agent's phone number, which is stored in an environment variable.

                  We include the lead's name, phone number, and inquiry directly in the body of the text message sent to the agent.

                  Now the agent has all the information they need to follow up on the lead.

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                      app/controllers/notifications_controller.rb

                      Notify sales about incoming leads

                      app/controllers/notifications_controller.rb

                      That's it! We've just implemented an application to instantly route leads to sales people using text messages.

                      In the next pane, we'll look at some other easy to add features for your application.

                      Next

                      Where to next?

                      Ruby, Rails, and Twilio - such a great combination! Here're a couple other great examples of integrating new features in a Ruby on Rails application:

                      Browser Calls

                      Twilio Client allows your users to make and receive phone calls in their web browsers.

                      Call Tracking

                      Call Tracking helps you measure the effectiveness of marketing campaigns.

                      Did this help?

                      Thanks for checking out this tutorial!

                      Tweet @twilio to let us know what you're building.

                      Agustin Camino Jose Oliveros Jennifer Aprahamian Andrew Baker Paul Kamp  Kat King

                      Need some help?

                      We all do sometimes; code is hard. Get help now from our support team, or lean on the wisdom of the crowd browsing the Twilio tag on Stack Overflow.

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