Create CRM lead and send welcome SMS to prospects

Your pipeline lead forms arrive without CRM records or outreach, so front-desk can't prioritize bookings. Get leads added to CRM and a welcome SMS sent so prospects are engaged same day.

Create CRM lead and send welcome SMS to prospects

Overview

Leads that land in your pipeline stage often never make it into the CRM or receive an initial outreach, which slows bookings. This flow captures those entries as CRM leads and sends an immediate welcome SMS, so front-desk can prioritize and contact prospects the same day.

Create CRM lead and send welcome SMS to prospects