Create CRM case and task from inbound message
Create CRM case and task from inbound message
Your client texts arrive unlinked to cases, leaving traders without audit context. Capture texts into CRM cases and completed tasks so support and traders can respond same day.
Overview
Unlinked client texts create compliance gaps and slow trader responses. This flow captures every inbound SMS into a tracked case and immediately logs a completed activity so support and traders have auditable context and can act same day.