Send welcome message to contact when deal is created

New course deals often lack standardized contact details, leaving enrollment staff unable to start outreach. So contacts receive a templated welcome and context for follow-up within minutes.

Overview

When a new course lead becomes a deal, enrollment coordinators need contact context instantly to convert interest into enrollment. This flow standardizes phones, filters out blocked contacts, and delivers a templated welcome message within minutes so your team can follow up promptly.