Create booked call activity from inbound SMS leads
Create booked call activity from inbound SMS leads
Your inbound SMS leads lack scheduling and context, leaving advisers without booking details for triage. You get scheduled call activities and CRM updates so bookings are assigned same day.
Overview
Inbound SMS often arrives without clear next steps, leaving advisers idle and deals cold. This workflow reads texts, classifies intent, creates a CRM call activity, sends a timely reply, and alerts the right team so bookings are actioned same day.