Add new text leads to lead tracker sheet
Add new text leads to lead tracker sheet
Your text leads arrive as unstructured emails, so prospects get buried and agents miss caller context. They go into your lead tracker and CRM so agents can follow up same day.
Overview
Stop losing prospects because text leads arrive as messy emails. This flow extracts phone and message details, checks your CRM, and logs missing leads into your master sheet so agents can call back the same day. As a business owner, you'll see fewer buried leads and faster agent follow-up.