Update lead record from incoming text messages instantly

Unlogged inbound SMS messages leave your lead records incomplete and slow intake response. Adds SMS content to the lead so campaign managers can follow up same day.

Overview

Inbound texts are often the first contact for prospective patients, but when those messages aren’t attached to lead records your intake flow stalls. This workflow appends every SMS to the matching lead so campaign managers and intake coordinators have conversation context and can follow up promptly, often same day.