Send new lead SMS alerts to field reps

Your referral form submissions lack immediate visibility, delaying follow-up for local service leads. The workflow sends SMS alerts to your reps so they can follow up faster, often same day.

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Overview

Referrals only matter if reps see them immediately; otherwise follow-up stalls and momentum fades. This flow pushes form details into SMS alerts so field reps and coordinators get context within seconds and can contact prospects the same day.