Record inbound social messages and pause outreach sequences
Record inbound social messages and pause outreach sequences
Inbound social messages go unrecorded, leaving advisors without context and risking duplicate outreach. They are logged to the lead and sequences paused so advisors can follow up within minutes.
Overview
Inbound social messages frequently live outside your CRM, causing duplicate outreach and poor client experience; this flow captures those messages and pauses active drips so advisors work from a single, accurate lead record. That gives advisors immediate context and prevents accidental follow-ups within minutes.