For business owners: Capture post-funding reviews via SMS

Business owners miss post-funding review opportunities, harming online reputation and referral growth. Send SMS when a record flips to funded so marketing captures verified reviews quickly.

Overview

Missed post-funding review requests erode online reputation and choke referral growth. This workflow sends an SMS when a customer's status becomes funded, ensuring marketing captures verified reviews and protects social proof. Owners see faster review capture and fewer missed follow-ups.

Notable Features

Trigger SMS when status updates
Personalize message with customer name
Log review requests to CRM