Create new SMS contact from qualified CRM leads
Create new SMS contact from qualified CRM leads
You receive CRM leads missing contact and service details, so outreach stalls and visits are delayed. It adds leads to your texting list for immediate follow-up and same-day scheduling.
Overview
When new field and service leads arrive without contact or category context, reps waste time and appointments slip. This flow pushes qualified CRM leads into your texting contact list and tags them by service so reps can text and book visits same day.