Update deal stage and alert coordinator on SMS reply
Update deal stage and alert coordinator on SMS reply
SMS replies that lack a linked CRM deal leave coordinators without context to act on intent. This updates the deal and notifies your coordinator so follow-up occurs within minutes.
Workflow preview:
Zap details:
Overview
Hot SMS replies should move deals forward automatically instead of lingering in an inbox. This flow advances the deal, logs the customer reply, and texts the assigned coordinator so high-intent leads are handled within minutes.