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Send timed upsell email to client record and update database

Send timed upsell email to client record and update database

Your client records miss scheduled upsell touches after webhook events, leaving account teams without clear next steps. It sends the upsell email and updates the record so teams can act within 24 hours.

Send timed upsell email to client record and update database

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Send timed upsell email to client record and update database