Create SMS contact record when a lead is approved
Create SMS contact record when a lead is approved
You miss outreach when approved lead items on your board aren't added to your SMS contact list, forcing reps to copy numbers manually. Add contacts automatically so reps can start texting same day.
Overview
When approved leads sit on your board, reps waste time copying numbers and lose outreach windows. This flow creates SMS contacts automatically so reps can begin outreach the same day and avoid manual handoffs.