Send welcome email to newly won lead contact

Your won leads lack a consistent welcome message, leaving customers unsure of next steps and slowing onboarding. Get a standard welcome email sent right after a win so onboarding starts same day.

Overview

When a deal is marked won, a delayed or missing welcome email creates friction for onboarding and wastes sales time. This flow delivers a consistent welcome message within minutes of the win so reps and onboarding coordinators can start next steps the same day.