Update lead intake sheet from inbound SMS for project intake
Update lead intake sheet from inbound SMS for project intake
Your SMS lead conversations lack context in the intake sheet, causing triage delays and stalled onboarding. You get enriched lead profiles for assignment and outreach the same day.
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Overview
If SMS leads arrive without context, your project intake stalls and onboarding timelines slip. This flow captures those messages, enriches them with conversation history, and updates your intake sheet within minutes so coordinators can assign and act the same day.