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Create follow-up task and send welcome emails for leads

Create follow-up task and send welcome emails for leads

You receive private-label inquiries with little context, leaving leads untriaged. Create assigned follow-up tasks and send immediate plus three-day emails so reps act within one business day.

Create follow-up task and send welcome emails for leads

Overview

When a private-inquiry arrives, your reps need clear ownership and an immediate touchpoint. This flow creates a tracked task and sends a welcome plus a timed follow-up so reps can convert interest within the first business day.

Create follow-up task and send welcome emails for leads