Send welcome email and SMS when a lead arrives

You get trial leads without structured intake, so bookings and handoffs stall. Automated welcome email, SMS, and intake logging speed triage the same day.

Overview

When trial leads land, the first hour decides whether they convert or slip away. This workflow sends an immediate email and SMS while posting the lead to your intake endpoint so project managers can triage and schedule the same day. It reduces manual copying and gets bookings in front of stakeholders faster.