Add pipeline contact and send immediate SMS follow-up
Add pipeline contact and send immediate SMS follow-up
Leads moved into a pipeline stage can lack contact records and immediate outreach, leaving reps without context. Creates the contact and sends a one-line follow-up SMS within minutes.
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Overview
When a lead advances into the specified pipeline stage, this flow turns a passive stage change into immediate outreach by creating the contact and sending a follow-up SMS. That gives reps and the owner contextual, actionable outreach within minutes so no fresh lead sits idle.