Send email when a lead moves to appointment stage
Send email when a lead moves to appointment stage
Your leads can move to appointment stage without a clear handoff, causing missing intake forms and agent prep gaps. You receive an email to validate the lead and confirm the appointment same day.
Overview
Pipeline stage changes often create missed handoffs and incomplete intake paperwork. This flow sends immediate, actionable emails to intake and the assigned agent so paperwork is validated and appointments are confirmed same day.