Update trial tracker when clients message by email or SMS

Incoming client emails or SMS leave your trial tracker and lead records out of sync, slowing onboarding and hurting outreach. Coordinators receive engagement flags and can follow up the same day.

Overview

When trial replies land in individual inboxes, onboarding rhythm breaks and outreach is delayed. This flow captures those replies, updates your tracker and lead record, and delivers a single engagement flag so coordinators can act the same day.