Add inbound SMS as note on client deal

Your client SMS often sit outside deal records, leaving brokers without conversation context for follow-ups. Attach inbound texts to the matching deal so your team can reply with full context same day.

Overview

Inbound client texts frequently sit outside the CRM, forcing brokers to hunt for context before calls. This flow captures those texts and attaches them directly to the corresponding deal so brokers and admins see the full conversation and can follow up same day.