Skip to content
Log inSign up
Templates
Create cancellation record and update contact phone status

Create cancellation record and update contact phone status

Your incoming SMS opt-outs aren't marked in contact records, causing repeat outreach and compliance risk. Mark the contact and set a phone placeholder so teams see opt-outs within minutes.

Create cancellation record and update contact phone status

Overview

Unchecked STOP replies lead to repeat outreach, frustrated prospects, and potential compliance trouble. This flow marks opt-outs on your board and updates CRM contact phones so reps stop contacting opted-out prospects within minutes.

Create cancellation record and update contact phone status