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.
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.