Send referral email when board lead status changes
Send referral email when board lead status changes
Your board lead status changes can leave prospects uncontacted and discovery slots active. It sends a partner intro email and cancels booked meetings so partners are contacted same day.
Overview
When a lead is routed to a referral path, speed matters—prospects should be handed off before interest cools. This flow sends a personalized partner intro within minutes, cancels any booked discovery slots if present, and logs the touch so SDRs and owners have a clear audit trail same day.