Create CRM lead from SMS contact with notes
Create CRM lead from SMS contact with notes
Your inbound SMS leads arrive with mixed property fields and messy message logs, leaving agents without outreach context. Get parsed property details and a clean chat transcript attached to the lead same day.
Overview
Unstructured SMS leads cost reps time and let prospects cool off. This flow captures each SMS lead, extracts parcel and acreage details, and tacks a cleaned conversation transcript to the CRM so agents have full context and can call back same day.