Create qualified CRM leads from incoming borrower SMS
Create qualified CRM leads from incoming borrower SMS
Your inbound SMS borrower submissions arrive unstructured, leaving intake without lead context for triage. The workflow creates consistent CRM leads so your reps can respond same day.
Workflow preview:
Zap details:
Overview
Inbound SMS leads often arrive without structure, leaving reps scrambling for context and slowing first contact. This flow converts each SMS into a standardized CRM lead, notifies intake coordinators, and gets reps positioned to respond same day.