Update deal stage when lead replies by SMS

Untracked SMS replies from prospects leave deal stages outdated and reps unaware of new interest. Move replied deals into your responded pipeline stage so reps can act same day.

Update deal stage when lead replies by SMS

Overview

When prospects reply by SMS, your pipeline should reflect that interest immediately instead of hours later. This flow updates the deal stage and clears the interim lead row so reps see responded deals and can follow up same day.

Update deal stage when lead replies by SMS