Create CRM contact and send welcome email to prospects

You get partner leads without CRM records, so prospects slip through and outreach stalls. Add contacts and send a tailored welcome email to book intro calls same day.

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Overview

Partner leads often arrive as untracked submissions that block timely outreach; this flow turns each submission into a CRM contact and triggers a branded welcome email within minutes. The result: your advisors get clean prospect records and same-day booking opportunities instead of manual data entry delays.