Send welcome and provider emails from new lead rows
Send welcome and provider emails from new lead rows
New lead rows from ad campaigns arrive without consistent follow-up or provider routing, delaying bookings and wasting ad spend. It sends a welcome email and provider alert so leads are engaged same day.
Workflow preview:
Zap details:
Overview
When ad leads land in your intake sheet they need immediate outreach and provider assignment, otherwise bookings stall and ad spend underperforms. This flow sends a welcome email to the lead and alerts the matched provider so you can engage same day and speed up bookings.