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For sales ops: prevent SMS outreach to opted-out contacts

Sales ops miss opt-outs when clients text STOP, risking repeated outreach and compliance gaps. Flag contacts as opted-out in your CRM so sales reps and compliance stop outreach and records stay accurate.

For sales ops: prevent SMS outreach to opted-out contacts

Overview

Sales ops risk compliance exposure and duplicate outreach when opt-outs aren't recorded. This workflow flips the CRM opt-out flag the moment someone texts STOP and notifies sales and compliance, eliminating repeated outreach and keeping suppression records audit-ready.

Notable Features

  • Mark CRM contacts as opted-out
  • Notify sales reps and compliance
  • Append suppression reason to record

For sales ops: prevent SMS outreach to opted-out contacts