Send staged welcome emails and SMS to new leads
Send staged welcome emails and SMS to new leads
When new lead records in your CRM aren't contacted promptly, campaign engagement falls and follow-ups pile up. This sends staged email and SMS so leads receive outreach and context within 24 hours.
Overview
Stop warm leads from cooling between form and first contact—this flow sends an immediate email and SMS, then a timed follow-up only for contacts who haven't opted out. Campaign managers get predictable same-day touches and fewer manual steps, improving engagement within 24 hours.