Send templated email on lead stage change and notify owner
Send templated email on lead stage change and notify owner
Lead records lose outreach context when stages change, leaving reps without contact details. It sends a templated message and logs a contact timestamp so owners and reps have confirmation same day.
Overview
When a lead moves stages, outreach can be inconsistent and reps lack proof of contact. This flow sends the right, stage-specific message and logs a contact timestamp automatically, giving owners and reps confirmation within minutes so follow-up happens on schedule.