Create client contact and send welcome SMS with intake link
Create client contact and send welcome SMS with intake link
Your client onboarding form responses can arrive without a saved contact, forcing manual lookups before kickoff. It creates the contact and sends a welcome SMS with intake links before first meeting.
Overview
Uncaptured onboarding info wastes agency time and delays project kickoffs. This flow captures contact details and delivers a welcome SMS with intake links, so account managers start prepared ahead of the first meeting.