Send personalized chat welcome messages to new leads

Your new CRM deals often arrive without a prompt personalized welcome, so prospects cool and coordinators lack follow-up context. You capture qualifying details and start outreach within minutes.

Overview

When new CRM deals arrive unmessaged, prospects cool and campaign coordinators lose context. This flow sends an immediate, owner-routed chat welcome and captures qualifiers so outreach teams can prioritize promising leads and start conversations within minutes.