Send follow-up email when lead card moves to sales stage

When lead cards move into a sales stage, your prospects often receive no immediate confirmation or call context. This sends a timely acknowledgment and call-ready details so reps can follow up same day.

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Overview

If lead cards advance without an automated acknowledgement, prospects lose momentum and reps waste time chasing context. This flow captures the contact from the card, personalizes a template, and delivers call-ready details so reps can call the same day and keep momentum.