Add client text replies to lead notes in CRM
Add client text replies to lead notes in CRM
Your client text replies arrive untracked, leaving lead records incomplete and agents guessing next steps. They are appended to the lead's notes so agents reply with context within minutes.
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Overview
Untracked client texts create blind spots for listing agents and slow follow-up on warm leads. This flow attaches inbound replies to the lead record so agents have full context and can respond within minutes.