Send client welcome emails when lead stages change

Lead stage changes to client without contact context stall follow-up and leave reps without the right message. Get a tailored email drafted or sent within minutes.

Overview

When a lead moves to client stage, inconsistent messaging and manual drafting slow down first-touch and onboarding. This flow looks up the right template, injects lead context, and drafts or sends the email so reps have consistent outreach and onboarding notes within minutes. It removes manual prep and keeps lead records current for faster follow-up.