Tag new list contacts in CRM for SMS invites
Tag new list contacts in CRM for SMS invites
You miss timely SMS invites when list contacts aren't found and tagged in your CRM. This captures and tags those contacts so campaign managers can send invites same day.
Workflow preview:
Zap details:
Overview
When list signups aren't reliably tagged in your CRM, campaign managers scramble and invite windows close. This flow finds or creates the contact, tags them for the SMS campaign, and removes them from the source list so invites go out same day.