Send SMS alert with borrower context to marketing

Your inbound SMS from borrowers lack CRM context, leaving marketing unsure who they came from. The workflow delivers contextual alerts with contact details so teams can follow up same day.

Overview

Inbound borrower texts often arrive without identity or CRM links, causing delayed outreach and missed opportunities. This workflow delivers each SMS to marketing with a matched contact and timestamp so teams can respond within minutes and follow up same day.