Send CRM-triggered SMS and log activity to contact
Send CRM-triggered SMS and log activity to contact
CRM-triggered messages sometimes don't reach contacts or get logged, leaving reps without context for follow-up. Get texts sent and activities recorded so reps can follow up the same day.
Overview
When your CRM emits message requests, manual texting and logging slows reps and risks lost outreach. This flow sends the SMS and writes a sent activity so reps have clear context and can follow up the same day.