Send staged deal info to followup workflow for SDR outreach
Send staged deal info to followup workflow for SDR outreach
Your deals entering the configured stage often lack prospect phone and context, leaving reps unprepared. Get deal IDs and contact phones into your follow-up workflow so SDRs can start outreach same day.
Workflow preview:
Zap details:
Overview
When deals hit a handoff stage without contact data, reps waste time chasing details and initial outreach slips. This flow captures deal IDs and phones, pauses briefly, and posts them to your follow-up workflow so SDRs can start outreach the same day.