Create lead record and send guided reply to prospects
Create lead record and send guided reply to prospects
Your nutrition sign-ups arrive as freeform messages, leaving coaches without an organized contact record. This captures the message, creates or updates the lead, and sends a short coach reply same day.
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Overview
Stop letting freeform sign-up messages stall onboarding—coaches need organized contact records and quick, consistent replies. This flow captures inbound messages, creates or updates leads, and drafts a short coach response so intake staff can follow up same day.