Send upload link and response deadline to lead
Send upload link and response deadline to lead
Lead submissions often arrive without files or a follow-up date, leaving coordinators unable to assess urgency. Provide an upload link and expected date so coordinators get files and context same day.
Workflow preview:
Zap details:
Overview
Leads that arrive without files stall intake and extend time-to-resolution. This flow immediately sends a short upload link plus an expected follow-up date to the contact, so coordinators receive files and can triage requests the same day.