Create new CRM lead and alert staff via SMS
Create new CRM lead and alert staff via SMS
When lead form submissions arrive unprocessed, your sales team misses prospect context and trial bookings get delayed. Capture the lead and alert staff so reps can follow up within minutes.
Overview
Incoming trial signups must become actionable leads, not items lost in an inbox. This flow creates the CRM lead and pushes an SMS to intake staff within minutes so reps can reach prospects and book trials the same day.