Workflow · Sales
New lead → welcome SMS
Sends a short welcome message through the connected SMS channel when a lead is captured.
2 steps · 2 apps- TriggerA lead was openedSales
- 1ActionText the customerSMS
- DoneLogged in the run history
How it works
2 steps. Once set up it runs by itself; every run shows step by step in the flow’s history.
- 1
Trigger · Sales
A lead was opened
The flow starts the moment this happens in Sales — nobody needs to press a button.
- 2
Action · SMS
Text the customer
The customer gets a message by SMS. You write the text when you set it up.
Apps it uses
- Sales
- SMS
To run it
- Modules switched on: Sales, Notifications
- Picking it in Era and looking it over once
Similar templates
Start with New lead → welcome SMS
Runs on your own Claude or ChatGPT subscription, or your API key.