Send proposal and onboarding emails to new client contacts
Send proposal and onboarding emails to new client contacts
You receive contact details from a sub-process without a ready email, so proposals and intro messages often remain unsent. This creates immediate outreach so account teams engage prospects the same day.
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Overview
Stop losing momentum when contact details arrive from internal processes; this flow dispatches tailored proposal and onboarding emails as soon as those details appear. Account teams get response-ready outreach the same day and fewer manual handoffs.