Create CRM text message records from incoming SMS
Create CRM text message records from incoming SMS
Your patient SMS messages aren't captured in CRM, causing missed context for appointments and outreach. Log those messages to CRM records so care coordinators can follow up the same day.
Overview
Inbound patient texts often live outside your CRM, leaving coordinators without context and delaying care outreach. This flow records each SMS against the matching opportunity or lead so your clinical team can see message history and act the same day.