Send customer SMS and log engagement to CRM
Send customer SMS and log engagement to CRM
Your SMS for appointments and estimates can fail or go untracked, leaving staff without confirmation. Get confirmations and CRM notes automatically, giving coordinators visibility within minutes.
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Overview
Missed or untracked SMS confirmations lead to no-shows and schedule churn. This flow sends validated texts from the right sender and records a CRM engagement so coordinators see confirmations and issues within minutes. That visibility keeps jobs on schedule and reduces manual follow-up.