Send re-engagement emails to web leads and log follow-up

Your web lead rows sit unhandled, leaving prospects uncontacted and intake tasks delayed. It sends a timed re-engagement email and logs follow-up so sales ops can act within three days.

Overview

Leads left uncontacted create lost opportunities and slow billing intake. This flow sends a timed re-engagement email three days after a sheet update and records the touch in your tracker. That gives sales ops and senior tax advisors a clear, prioritized list to act on within business days.