Send personalized intro SMS when a deal moves

When deals move into your configured intake stage, prospects can sit uncontacted and miss intro opportunities. Get a personalized SMS with a calendar link sent same day to prompt bookings.

Overview

Deals that reach your intake stage need an immediate nudge or prospects slip away; manual outreach creates delays and inconsistent messaging. This flow sends a personalized SMS with a calendar link within minutes of the stage change, letting your reps secure intro calls same day and preserve momentum.