Sales reps: trigger onboarding and email after LinkSent stage
Sales reps: trigger onboarding and email after LinkSent stage
Sales reps see deals stall when deals move to LinkSent without activation, letting prospects disengage. Send activation emails and start onboarding workflows so reps begin trial engagement.
Overview
Deals stall when reps don't receive activation nudges after LinkSent, letting trial prospects disengage and forecasts slip. This workflow emails the assigned rep and triggers onboarding sequences when a deal hits LinkSent, turning handoffs into prompt engagement. Expect faster response times and zero missed follow-ups during trial onboarding.
Notable Features
- Email reps upon LinkSent stage change
- Launch onboarding workflows for new reps
- Record activity on the deal timeline