Create triage tasks from SMS leads for sales
Create triage tasks from SMS leads for sales
When SMS lead submissions arrive without structured context, your reps miss priority cues and callbacks stall. You get assigned triage tasks with full lead context so reps can call back same day.
Workflow preview:
Zap details:
Overview
SMS leads often arrive as freeform messages, forcing reps to sift for offer estimates and property links. This flow extracts those details and creates a prioritized triage task so reps have full context and can call back within minutes.