Send templated welcome messages to new leads with context

Your new CRM leads lack a consistent first-touch, leaving admissions and marketing without outreach context for follow-up. The flow sends a templated welcome instantly so teams can prioritize outreach same day.

Send templated welcome messages to new leads with context

Overview

New leads deserve an immediate, consistent first touch so interest is captured while it’s warm. This flow sends a templated welcome message and records the send, giving admissions and marketing teams the context they need for same-day outreach.

Send templated welcome messages to new leads with context