Give sales ops instant SMS alerts for referral leads

Sales ops see referral emails buried in shared inboxes, causing missed follow-ups and lost conversions. Send instant SMS alerts so agents get lead details and start outreach before competitors.

Overview

Buried referral emails mean agents miss warm introductions and potential revenue. This workflow sends SMS alerts, creates CRM leads, and assigns follow-ups so agents start outreach promptly — customers report faster response times and dramatically fewer missed follow-ups.

Notable Features

Send SMS alerts to agents
Extract lead details from emails
Create CRM lead and task