Keep construction writer lead records updated from texts

Construction writers sending sales texts leave conversations unlogged, causing missed follow-ups and lost bid opportunities. It updates lead records so sales reps follow up faster.

Overview

Construction writers risk losing bid opportunities when outbound texts aren't logged. This workflow turns every delivered text into a created or updated lead record, giving sales reps current contact info and interaction history so follow-ups happen before opportunities cool.

Notable Features

Create or update lead records
Add last interaction timestamp
Notify sales reps on delivery