Send initial follow-up SMS and alert team for new prospects

You can miss warm pipeline prospects when outreach isn't immediate and reps lack contact context. Get a personalized prospect SMS and an internal alert for reps so follow-up happens same day.

Overview

When a prospect reaches your 'to contact' stage, this flow sends a concise summary to your sales contact and a personalized SMS to the lead so outreach happens fast. That reduces lead cooling and ensures first contact occurs within minutes, enabling same-day qualification.