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Create new intake contacts from incoming website text leads

Create new intake contacts from incoming website text leads

Your text lead messages arrive unlogged, leaving intake without context and delaying case triage. Capture leads into CRM and send a reply so intake can triage and respond same day.

Create new intake contacts from incoming website text leads

Overview

Stop losing intake to unlogged text leads — this flow captures every inbound website text into your CRM, filters out spam, and auto-replies to request location and case type. Intake coordinators get a Slack alert and a CRM record so triage and scheduling happen same day.

Create new intake contacts from incoming website text leads