Send welcome and next steps email to customers

Your deposit entries without a welcome email leave customers unsure about next steps and delay site surveys. Deliver a templated post-deposit email with grant PDF links and mark the project record same day.

Workflow preview:

Zap details:

Overview

When deposits are recorded, manual outreach often stalls scheduling and grant work; automating the post-deposit welcome email preserves momentum and customer confidence. Project managers and installation coordinators get the right documents and a same-day project update so site surveys and grant steps move forward faster.