Create contact, deal, and notify via SMS from leads
Create contact, deal, and notify via SMS from leads
Your spreadsheet lead rows hide new prospects and delay outreach, causing missed follow-ups and lower campaign conversion. Create contacts, deals, and send an SMS nudge so reps follow up within hours.
Overview
When new leads land in your intake sheet they should become pipeline-ready records and receive a first-touch nudge. This flow turns rows into CRM contacts and deals and sends an immediate SMS so reps can act within hours.