Create intake lead from inbound SMS to CRM
Create intake lead from inbound SMS to CRM
Incoming SMS inquiries often arrive unlogged, scattering intake details and leaving clients without a case record. Capture messages as CRM intake records so coordinators can triage leads same day.
Overview
Incoming SMS are often the first sign of a new client — don’t let them disappear. This flow captures every message as a CRM intake so coordinators can triage and assign cases the same day, improving response speed and client satisfaction.