Create sales deal from incoming local ad message
Create sales deal from incoming local ad message
Your inbound SMS from local ads arrive untracked, leaving reps without caller context or a clear next step. They become CRM deals with assigned follow-up so reps act within minutes.
Overview
Inbound SMS from local ads are high intent but often arrive without CRM context, so reps waste time recreating history. This flow captures the caller, creates a deal record, and sends a quick confirmation message so reps can act within minutes and keep the pipeline moving.