Update deal stage and send intake email to prospect

You receive health precheck form submissions lacking pipeline context, causing unclear ownership and slow follow-up. The workflow moves the deal and sends the intake email so reps can follow up same day.

Overview

Intake forms without pipeline context create handoff friction and delay coordination between sales and project teams. This flow advances the deal to a pre-qualified stage and sends the right intake email so reps and project coordinators can start work immediately, with outreach sent within minutes.