Send welcome journey trigger for new CRM leads

Your applicant records set to New Lead lack onboarding outreach, leaving brokers and prospects without context. Start welcome journeys immediately so campaign managers can engage leads same day.

Workflow preview:

Zap details:

Overview

When applicants are promoted to New Lead without immediate outreach, early engagement opportunities slip away; routing those records into targeted welcome journeys ensures campaign managers and agents reach new prospects the same day. This creates consistent, type-specific onboarding flows so brokers and marketing ops can act quickly and reduce time-to-first-contact.