Create CRM contact and request review via SMS
Create CRM contact and request review via SMS
Your completed jobs come through without customer records, causing manual entry and missed reputation outreach. Capture contacts and request reviews automatically so account managers follow up same day.
Overview
Incoming job notifications often lack CRM records, forcing sales ops into manual entry and missing review outreach windows. With this flow you capture contact details and issue SMS review requests automatically so account managers can follow up same day and protect local reputation.