Update contact with messaging link and remind support team
Update contact with messaging link and remind support team
Your contact records lack ready messaging links after offers sent, leaving reps without click-to-message options. Coordinators get a link and reminder so follow-up happens within a week.
Workflow preview:
Zap details:
Overview
Stop making coordinators hunt for click-to-message info after you send an offer. This flow standardizes phone links on the contact and pushes immediate and seven-day reminders so reps can follow up with full context and close outreach gaps within a week.