Create CRM lead and SMS welcome for new signups

Your landing page signups lack immediate routing, leaving reps without contact context and follow-up windows. Leads are added to your CRM and sent an SMS welcome so reps can follow up same day.

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Overview

When landing page signups don't arrive in the CRM, follow-up stalls and discovery slots are missed. This flow captures each signup, finds or creates the contact, logs a lead, and sends an SMS so reps can engage within minutes and book sessions same day.