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Create or update phone contacts from inbound SMS

Create or update phone contacts from inbound SMS

Your inbound SMS lack linked contact records, causing missed follow-up and unclear ownership for campaigns. This adds or updates managed contacts so campaign managers can recontact same day.

Create or update phone contacts from inbound SMS

Workflow preview:

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Overview

Inbound SMS often arrive without CRM context, leaving campaign managers unable to act quickly. This flow matches or creates managed phone contacts and updates your communications directory so teams can recontact leads the same day.

Create or update phone contacts from inbound SMS