Send customer messages to leads when board status changes
Send customer messages to leads when board status changes
Board status changes leave prospects waiting and cause appointment gaps for reps. It sends the right message to contacts so reps get confirmations and context same day.
Overview
When board statuses flip, prospects often fall through the cracks—lost outreach costs pipeline momentum and creates scheduling churn. This flow gives you a repeatable, IT-managed integration that delivers first-contact and appointment messages within minutes so reps get confirmations and context same day.