Send targeted outbound messages to new web and portal leads

Your new CRM leads for targeted channels and product interest sit uncontacted, leaving prospects cold and demos unbooked. They get targeted messages so reps can qualify leads same day.

Overview

Qualified inbound leads from web and portal channels must be engaged immediately or they cool off. This workflow routes only qualifying leads, formats contact data, and sends a branded AI message within minutes so reps receive warm prospects and can book demos same day.