Update incoming message thread and set do-not-contact status
Update incoming message thread and set do-not-contact status
Incoming SMS arrive untracked, leaving reps without conversation history or causing outreach to opted-outs. Capture messages to a central thread and mark opt-outs so outreach stays accurate same day.
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Overview
Incoming texts that aren't tracked create risk: reps call without context and compliance can slip. This workflow captures every SMS into a thread record and marks opt-outs so your reps have accurate history and you avoid outreach to DNC contacts within minutes.