Read messages with their context
Review incoming texts alongside the related lead activity. Understand the request before deciding whether a reply, a call, or another follow-up is appropriate.
Two-way text messaging
Keep the conversation going between calls.
Review incoming texts and follow up with leads who have given permission to receive messages.
Call handling · Built for US call workflowsTwo-way text messaging
- Incoming messageCan we arrange a callback?
- PreferenceText contact permitted
- ResponseCallback time confirmed
Prepare the service
Check the number's texting setup and complete any required carrier registration.
Two-way text messaging
- Incoming messageCan we arrange a callback?
- PreferenceText contact permitted
- ResponseCallback time confirmed
Review the inquiry
Read the message and confirm the person's contact permissions.
Two-way text messaging
- Incoming messageCan we arrange a callback?
- PreferenceText contact permitted
- ResponseCallback time confirmed
Reply with a useful next step
Send the appropriate response and keep the follow-up with the lead.
Explore the steps above. Sample details show the workflow, not a live account.
Call handling
What changes in your day.
A customer may miss a call but respond to a short message. Keep texts close to the lead and its conversation history, with the person's contact preferences visible to the team.
Respect the person's choice
The texting workflow handles opt-out and opt-in messages such as STOP and START. Permission and do-not-contact checks remain part of sending.
Prepare the number for texting
Use a texting-capable number and complete the required carrier setup. Having a tracking number does not by itself mean it is ready for every messaging use.
From setup to review
Put it to work.
- 01
Prepare the service
Check the number's texting setup and complete any required carrier registration.
- 02
Review the inquiry
Read the message and confirm the person's contact permissions.
- 03
Reply with a useful next step
Send the appropriate response and keep the follow-up with the lead.
A closer look
Useful answers before you start.
Explore the workflow above, then bring your own requirements to an early-access conversation.
Does buying a number complete texting registration?
No. Carrier registration and number readiness are separate setup steps. Check the service before sending business texts.
Can someone stop receiving texts?
Yes. Opt-out messages such as STOP are handled by the texting workflow. Your team should also respect the permission and do-not-contact information recorded for the lead.
Meet your next growth tool
Let’s connect the dots on your calls.
Get an early look at Lead Source, built for the way your business handles calls.