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Customer Workspace Ideas Portal
Status Needs review
Categories Integrations
Created by Siddhant
Created on Jan 8, 2025

Feature Request: Align SMS Sender with Deal Owner's JustCall Number

Description:
Currently, when a text message is triggered via a webhook, the SMS is sent from the JustCall number of the individual initiating the action (e.g., Nate Rice). However, in scenarios where the action is linked to a specific deal, the SMS should ideally be sent from the JustCall number of the deal owner (e.g., Alex Jordan).

Use Case:
In a deal management workflow:

  1. The deal owner is Alex Jordan.

  2. A webhook action triggers a text message related to the deal.

  3. Instead of the text being sent from Alex Jordan's JustCall number, it is sent from Nate Rice's JustCall number.

This creates confusion and breaks the continuity of communication for the recipient.

Proposed Solution:
Enhance the webhook configuration to dynamically align the SMS sender with the JustCall number of the deal owner. When a deal-related action triggers a text message:

  • Identify the deal owner.

  • Automatically set the SMS sender as the JustCall number of the deal owner instead of the person triggering the action.

Benefits:

  • Maintains consistency in communication for the recipient.

  • Improves user experience by ensuring messages come from the appropriate deal owner.

  • Reduces confusion in team-based workflows.

  • Attach files