Create lead row and send welcome text to prospects

Your new leads arrive without a central record or outreach note, so reps lack context and follow-up stalls. You receive a lead row and immediate welcome text so reps can engage within minutes.

Create lead row and send welcome text to prospects

Overview

When intake contacts arrive without structure, reps miss context and prospects cool off. This flow captures each lead into a shared sheet and sends a short welcome text so reps have outreach-ready context within minutes.

Create lead row and send welcome text to prospects