Create message record from inbound SMS for CRM
Create message record from inbound SMS for CRM
Inbound SMS arrive outside CRM, leaving reps without message history for follow-up. The workflow logs each message into the CRM so reps see full context and can reply within minutes.
Overview
Inbound texts often sit outside the CRM, leaving reps without conversation history; this flow captures each text as a CRM message so every message is visible on the customer record. That means reps get reply-ready context and can follow up within minutes.