For legal intake: Send Spanish SMS to flagged leads

Intake coordinators miss Spanish leads when CRM notes go unnoticed, risking lost consultations. Send a Spanish SMS when notes are flagged, so intake and sales schedule bilingual calls faster.

Overview

Legal intake loses consults when Spanish prospects aren’t contacted promptly. This workflow guarantees every flagged Spanish lead receives a scheduling SMS, eliminating missed intake opportunities and letting intake teams book bilingual calls faster. The result is clearer handoffs between marketing, intake, and sales with fewer missed follow-ups.

Notable Features

Send Spanish SMS when notes flagged
Lookup contact phone in CRM
Personalize SMS with contact name