Send onboarding email when deal reaches qualifying stage

Your deals that enter a configured pipeline stage often miss immediate outreach, leaving prospects unsure about next steps. Send a tailored welcome email to each prospect and log outreach same day.

Workflow preview:

Zap details:

Overview

When deals move into your configured qualification stage, prospects should get immediate, consistent next-step instructions and your team should see outreach recorded. This turns stage transitions into tracked touchpoints so reps can follow up faster and prospects get clarity same day.