Send personalized birthday email from your contact table

Your contact table often lacks timely birthday outreach, causing missed warm-touch chances. Send a personalized birthday email when you run a record so relationships stay warm same day.

Overview

Birthday touches are low-effort but high-value for client retention; manually sending them creates inconsistency and missed opportunities. This flow lets you send a tailored birthday email right from a contact row and records the send, keeping relationships active same day and giving owners a clear outreach log.