SMS CRM Sync: Every Text Conversation Logged to the Contact Record
Every SMS conversation is logged on the matching CRM contact record automatically. Review the full thread alongside call transcripts and chat history for complete contact context.
How It Works
When an SMS conversation occurs, Frontdesk matches the phone number to an existing CRM contact or creates a new one. The full thread is stored as an activity on the contact timeline.
- SMS thread logged on CRM contact automatically
- Matches by phone number to existing contacts
- Creates new contact if no match found
- Thread visible on contact activity timeline
- Alongside calls, chats, and notes
- Syncs to connected CRMs on update
Who Uses This
Sales teams
See the full SMS conversation before calling a lead so you start from where the last message left off.
Customer service
Review the SMS history alongside call records to handle a support issue with full context.
CRM reporting
Track SMS engagement alongside other channel activity in CRM reports.
Frequently Asked Questions
Are SMS logs visible in the CRM contact timeline?
Yes. SMS threads appear as activity items on the contact timeline in chronological order.
Does SMS sync work with HubSpot and Salesforce?
Yes. SMS activity is pushed to connected CRMs via native integrations.