Add inbound SMS as CRM note to contact

Your inbound SMS and calls land outside the CRM, leaving reps without recent conversation context. Messages are appended as contact notes so reps act with full context within minutes.

Overview

Inbound SMS and call transcripts often never reach the CRM, leaving reps blind to recent conversations and slowing follow-up. This flow logs messages directly to contact records so reps get full context and can follow up within minutes.