Notify sales reps instantly when intro applicants appear

Sales reps lose momentum when Intro Program Applicants sit hidden in CRM, letting leads cool. Alert reps on tag with applicant name and SMS so they can prioritize outreach and qualify quickly.

Overview

Warm Intro Program Applicants cool fast when reps aren’t notified, putting pipeline opportunity at risk. This workflow routes tagged contacts into rep notifications with name and SMS, eliminating missed first touches and enabling faster qualification. Customers report response times drop dramatically and manual tracking disappears.

Notable Features

Send instant alerts to reps
Include applicant name and SMS
Create follow-up tasks automatically