CMOs: Attach SMS to patient lead profiles

CMOs see inbound SMS fall off lead profiles, causing delayed patient onboarding and lost memberships. It attaches SMS to the correct lead so marketing and sales see full contact history for faster follow-up.

Overview

Inbound SMS conversations often vanish from lead profiles, risking slow patient onboarding and lost memberships. This workflow ensures every text is attached to the right lead so marketing and sales have complete contact history and can follow up faster, protecting conversion and retention.

Notable Features

Attach SMS to lead records
Enrich lead profiles with messages
Notify sales and marketing reps