Capture SMS replies on the right contact record

Sales reps miss follow-ups when SMS replies aren't linked to contact records, causing gaps in conversation history. This workflow matches replies to contacts so reps have full conversation history.

Overview

Unattached SMS replies cause lost context and let deals stall. This workflow ties inbound replies to the correct contact record so sales reps see full conversation history and follow up faster, with reps reporting dramatically shorter response times.

Notable Features

Attach SMS replies to contacts
Format and match phone numbers
Alert reps for unmatched replies