Create new lead and send welcome SMS for inbound inquiries

Your inbound trial signups arrive without a tracked contact, causing delayed callbacks and missed conversions. Capture leads and send instant SMS confirmations so reps can follow up same day.

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Overview

Inbound trial leads often go cold when they're not logged and contacted immediately. This flow captures each inquiry as a CRM opportunity, logs it for ops visibility, and sends an instant SMS so reps can engage same day. Implementing it reduces follow-up gaps and keeps trial pipelines full.