Send new lead alerts and update lead record
Send new lead alerts and update lead record
Your incoming lead notifications land without partner context, leaving prospects uncalled and handoffs unclear. Recipients get a clear alert and the lead record is updated for same-day follow-up.
Overview
When leads arrive from external sources, partners often miss timely outreach and handoffs get messy. This flow delivers an email and SMS alert to the assigned partner and marks the lead record so coordinators can act the same day.