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Create lead opportunity and send welcome email to prospects

Create lead opportunity and send welcome email to prospects

Your inbound leads arrive without structured opportunity records, so reps lack context. Create opportunities and send a welcome email so reps can follow up same day.

Create lead opportunity and send welcome email to prospects

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Overview

Inbound web leads often arrive as raw payloads, leaving reps to rebuild context and slowing response. This flow converts those payloads into standardized opportunity records and fires an immediate welcome email, enabling same-day follow-up and cleaner handoffs.

Create lead opportunity and send welcome email to prospects