Create sales board item and send SMS to prospect

Pipeline leads arrive with no structured record or outreach, causing missed first contacts. This captures leads into your sales board and texts prospects for same-day follow-up.

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Overview

When a lead advances into your qualifying pipeline stage, this flow captures it on your sales board, texts the prospect, and notifies the assigned rep. That delivers same-day outreach and clear ownership so reps can act immediately and reduce follow-up lag.