Create CRM activities from inbound and outbound texts
Create CRM activities from inbound and outbound texts
Your SMS/MMS client messages arrive without CRM context, leaving intake and outreach untracked. Add messages to person and deal activity timelines so coordinators act with full context same day.
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Overview
Unlogged client texts fragment intake and slow outreach; this flow captures every inbound and outbound SMS/MMS into the CRM and surfaces them to your intake channel. Your intake coordinators and marketing ops get message context and attachments linked to person and deal records within minutes, enabling same-day follow-up and clearer routing.