Attach incoming customer texts to contact records promptly
Attach incoming customer texts to contact records promptly
Your incoming SMS arrive without linked contacts, leaving reps without customer history or prep for follow-up. Automatically attach or create contacts and log the message so reps can respond same day.
Overview
Inbound texts often arrive without CRM links, leaving reps blind to prior interactions and slowing responses. This flow captures every incoming message, matches or creates the right contact, and logs the message so reps can reply with full context the same day.