Add pipeline opt-ins to contact center with tags
Add pipeline opt-ins to contact center with tags
Your pipeline opt-ins arrive without contact-center tags, so agents lack context and outreach is delayed. Tagged contact records are routed to agents for phone and SMS follow-up within minutes.
Overview
Opt-ins that sit in the pipeline without contact-center context become cold quickly and reduce enrollment conversion. This workflow routes opt-ins into your contact center with the right tags and ring-group assignment so agents can call or text prospects within minutes, preserving outreach windows and program momentum.