If you haven't set up your Breeze integration, head here first!
When someone texts your account, Clearstream can automatically search your Breeze account for a matching profile based on their phone number. If a match is found, we'll sync their name and email into Clearstream. This helps prevent creating duplicates if you're using the Push to Breeze step.
Go to your Breeze integration page and check the box to Retrieve people details from Breeze when someone texts in.
You can also send a Collect Name & Email form only to people who don't have a Breeze profile using branches in a keyword workflow.