Keep marketing ops leads from falling through the cracks

Marketing ops miss inbound assessment requests in service messages, causing leads to go uncontacted. Captured requests create client records so field sales and operations can follow up and book the appointment.

Overview

Marketing ops lose revenue when assessment requests slip out of sight and field teams can't follow up. This workflow captures inbound service messages as client records and notifies field sales and operations, eliminating missed follow-ups and driving faster response times.

Notable Features

Create client records from messages
Notify field sales of new leads
Flag unscheduled assessments for follow-up