Create outbound SMS activity when lead flag changes
Create outbound SMS activity when lead flag changes
Your lead send flags don't create a visible SMS task, so reps miss outbound messages. It creates an assigned SMS activity and timeline entry so you have execution and records same day.
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Overview
When a lead’s send-SMS flag is set, the work often stalls because no one has a visible, scheduled task; this flow creates an assigned SMS activity and a timeline entry so coordinators can act and log outreach within minutes. That restores timely follow-up and a clear audit trail ahead of your next campaign.