Engineering coach: send onboarding SMS when deposit paid

Sales reps miss messaging customers when deals move to Deposit Paid, causing onboarding gaps and manual follow-ups. It sends onboarding SMS at Deposit Paid so customers receive next steps quickly.

Overview

Missed Deposit Paid messages create onboarding gaps and force sales reps into manual follow-ups. This workflow ensures every Deposit Paid deal triggers an onboarding SMS so customers get next steps promptly and reps avoid chasing. Sales teams report faster response times and zero missed follow-ups.

Notable Features

Send onboarding SMS on Deposit Paid
Check and use customer phone
Record SMS activity on deal