Welcome new members with email, create lead in CRM, and send SMS

Welcome new members by sending personalized emails via SendGrid and SMS through Twilio, while creating a lead in Perfex CRM to track engagement and support their onboarding process.

Welcome new members with email, create lead in CRM, and send SMS

Workflow preview:

Zap details:

Overview

Welcome new members by sending personalized emails via SendGrid and SMS through Twilio, while creating a lead in Perfex CRM to track engagement and support their onboarding process.

Welcome new members with email, create lead in CRM, and send SMS