Send shared lead messages to warm prospect list

Your shared lead rows in the leads spreadsheet leave service providers unnotified and slow down follow-up. The workflow sends notifications and updates the warm list so outreach starts the same day.

Overview

Shared leads only drive value if they trigger immediate outreach; this flow pushes updated lead rows to your warm provider list and records delivery attempts. Program coordinators will see outreach start within minutes and clear attempt logs so follow-up is reliable the same day.