Update lead status and add SMS note for inbound messages
Update lead status and add SMS note for inbound messages
Your incoming SMS messages arrive without CRM context, so reps miss history and slow callbacks for hot prospects. Captured messages add context and update lead status so reps can follow up same day.
Overview
When prospects reply by text, reps need complete context to convert; unsecured SMS threads leave follow-up gaps. This flow captures inbound SMS on the matching lead record and updates status, giving reps same-day clarity to act.