Step 1: Trigger
New Lead Added
Run whenever a lead is added to "High Intent" list.
Step 2: AI Email Draft
Personalized Welcome
Subject Line (AI Generated)
"Welcome to the future of CRM, {{first_name}}! Here's what's next..."
Wait for 2 days
Step 4: Decision
Email Clicked?
Yes (Clicked)
Send Case Study PDF
No (Not Clicked)
Send Follow-up SMS