Create new lead record and send welcome SMS

Your new customer bookings arrive without a sales task or outreach, leaving warm interest unconverted and jobs unscheduled. Reps and schedulers can follow up the same day.

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Overview

When a new customer books, you need that lead contact-ready — not buried in a list. This flow captures the booking as a contact and opportunity, sends a welcome SMS, and gets reps calling within minutes so jobs can be scheduled the same day.