Update lead records when add-on SMS approvals arrive
Update lead records when add-on SMS approvals arrive
Your lead records miss SMS add-on approval notes posted in Slack, causing billing holds and manual follow-up by support. Keep lead approval fields current so billing and fulfillment proceed same day.
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Overview
When SMS add-on approvals appear in your team channel they should immediately update the corresponding lead so billing and fulfillment teams can act without manual checks. This workflow parses approval messages and updates lead approval and date fields, enabling same-day billing and fewer support handoffs.