Create follow-up task and send welcome messages to owner

Your safe or vault leads arrive without a clear next step, causing follow-up delays and missed quotes. The workflow assigns an owner task and sends welcome messages so reps can respond same day.

Overview

New leads for safe and vault projects often slip through without a clear next step, costing quotes and revenue. This flow guarantees an owner has a defined follow-up task and the lead receives immediate email and SMS contact, enabling reps to respond same day and keep pipeline velocity.