Create new prospect record and send welcome message

Your intake forms go unprocessed, leaving prospect details scattered and follow-up delayed. It captures each submission, creates a contact, and sends a welcome SMS so reps can start outreach fast.

Workflow preview:

Zap details:

Overview

Stop letting submitted prospects sit in an inbox or spreadsheet. This flow captures each intake submission as a contact and sends a welcome SMS so reps have verified leads and can follow up within minutes.