1.Detects new sent message
Integrate MessageDesk Reach and SMS intake tools to capture message text, contact phone, timestamp, and CRM identifiers for logging.
Create CRM call records from incoming customer texts
Automatically log qualifying customer text activity across MessageDesk Reach and NetSuite. Create and update completed CRM phone-call records when new messages match keywords and customer identifiers or phone numbers, so you can capture call notes and assign owners without manual activity logging.
How this automation creates CRM call records
When new customer text messages arrive, delays can mean missed call notes and incomplete CRM activity history. This automation monitors new sent messages and creates phone-call records and assigns ownersβso your team can log activity instantly.
MessageDesk Reachor swap with your favorite app
2.Formats phone number to E.164
Integrate Formatter by Zapier and phone normalization tools to convert contact phone numbers into reliable E.164 values for lookups.
Formatter by Zapieror swap with your favorite app
3.Finds customer by CRM identifier
Integrate NetSuite and customer lookup systems to match the CRM identifier from the message to the correct customer record.
NetSuiteor swap with your favorite app
4.Creates phone call record for match
Integrate NetSuite and CRM activity logging to create a completed call record with notes, title, company reference, and owner assignment.
5.Creates call record using phone fallback
Integrate NetSuite and phone lookup tools to create the call record from formatted phone when identifier search misses.
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Capture complete sales records with automated email logging, meeting logging, and call logging
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