Send support welcome text after new order is processed
Send support welcome text after new order is processed
You have processed deals without prompt outreach, leaving customers unsure about initial setup. Customers get a support text so they have setup guidance the same day.
Overview
Processed orders often arrive in your CRM without proactive setup help, causing customers to call and creating avoidable ticket spikes. This flow automatically texts new purchasers during business hours so your support coordinators and engineers have context and customers get same-day setup guidance.