Create CRM lead and send intro SMS to reps

Your new lead records arrive without owner assignment, leaving prospects uncontacted and cooling quickly. Get leads created in CRM and a notification sent so reps can act the same day.

Overview

New web leads often land in a table without an owner and sit idle, costing first-touch momentum. This flow creates the lead record and pings the assigned rep so contact details are front-of-mind and outreach can happen the same day.