Send post-close SMS with welcome message to customers

Your won deals often don't trigger follow-up, leaving customers without onboarding instructions and slowing activation. Send a welcome SMS to start onboarding same day.

Overview

Closing a deal is the highest-engagement moment—immediate outreach keeps momentum and reduces friction. This flow sends a personalized SMS within minutes of a closed deal so marketing ops and coordinators can start onboarding and confirm contact details same day.