Digital marketing managers send intake confirmation SMS instantly
Digital marketing managers send intake confirmation SMS instantly
Digital marketing managers watch PI intake notes get missed, letting prospects go cold and consults stall. Trigger an SMS when a PI intake note is added, ensuring prospects get confirmations so intake teams progress qualified leads faster.
Overview
PI intake notes that go unread let prospects cool off and cost consult bookings. This workflow sends an SMS whenever a PI intake note is added, enabling intake teams to progress qualified leads faster and reducing missed follow-ups. Legal marketing managers get predictable lead momentum with manual outreach dramatically reduced.
Notable Features
- Send SMS after PI intake note
- Validate contact phone before sending
- Create CRM activity for follow-up