Sales ops send SMS confirmations after call bookings

Sales ops see missed confirmations when Call Booked activities aren't confirmed, causing reps to chase prospects. Trigger SMS to prospects and reps so confirmations arrive within minutes.

Overview

Missed booking confirmations force reps into manual outreach and let prospects slip. This workflow sends SMS confirmations when a Call Booked activity is recorded, aligning prospects and reps and eliminating avoidable follow-ups while keeping confirmation logs up to date.

Notable Features

Send SMS to prospect and rep
Notify rep when booking confirmed
Log confirmation activity in CRM