Attach SMS logs to tickets for unified contact context

Your SMS logs often sit unlinked from tickets, leaving reps without ticket context during outreach. Linking SMS engagements to tickets gives you unified contact histories and same-day follow-up.

Overview

When SMS conversations aren't tied to ticket records, reps lack the context needed for timely follow-up and deals stall. This workflow attaches SMS engagements to the contact's tickets so your reps and sales ops see a complete timeline and can act with full context, often within the same day.