Log sent SMS reminders to tracking sheet and CRM
Log sent SMS reminders to tracking sheet and CRM
Your follow-up SMS sends lack a central record, leaving operations without verified outreach or appointment context. Record each send to a sheet and CRM note so your team can confirm outreach same day.
Overview
When outbound reminder sends aren't recorded centrally, operations can't confirm outreach or reconcile appointment confirmations; this flow captures each send, timestamps it, and writes a tracking row plus a CRM note. That gives your operations and customer success teams a single source of truth and lets them resolve outreach gaps same day.