Update hot leads from partner text-ins in CRM
Update hot leads from partner text-ins in CRM
Your partner text-ins arrive without CRM context, leaving leads unflagged and CCRs missing timely callbacks. This keeps Hot Lead flags and phone data current for CCRs to act on same day.
Workflow preview:
Zap details:
Overview
Inbound partner text-ins are high-intent signals but only if your closers see validated contact info and a clear hot-lead flag. This workflow converts those messages into immediate CRM updates and alert emails so CCRs can call prioritized prospects the same day.