Need suggestions about a wrokflow
So i am using a 3rd party answering service provider. If i don't pick up, they will do that for me and then send me details of the new lead in an sms.
Now i created 2 workflows:
Inbound sms action -> customs code to extra lead details -> custom outbound webhook.
Inbound webhook -> create contact -> create opportunity
Now why i used 2 workflow, cuz the contact in the context window of the workflow was automatically getting used for find the contact in create contact action and instead of creating a new contact it was updating the contact from which i got the sms.
Let me know if you guys have already done this type of automation before or have a better way to do the same.
Thank you!
u/Unlikely-Yam2115 — 2 days ago