Create CRM activity from inbound SMS for deals
Create CRM activity from inbound SMS for deals
Your inbound SMS messages sit outside the CRM, leaving reps without deal context and delaying follow-up. Capture each message as a completed activity so reps see history and act within minutes.
Overview
Inbound texts often arrive without deal context, which stalls follow-up and clogs the pipeline. This flow logs every received SMS as a completed CRM activity linked to the right deal so reps immediately see history and can respond within minutes.