Visual Workflows
Automate your business with visual workflows.
Build automation workflows with triggers, conditions, delays, and actions. Automate follow-ups, lead routing, notifications, and drip campaigns.
New Lead Follow-Up
Key features
Capabilities
Start workflows on lead creation, status change, or schedule.
Send messages, assign team members, update fields, create tasks.
Branch workflows based on lead status, source, or custom fields.
Add wait steps between actions for timed sequences.
Pause the workflow when a customer replies to a message.
Track enrollment, completion, and response rates per workflow.
How teams use it
Owner
Ensure every lead gets consistent follow-up without relying on individual team members to remember.
Marketing
Build drip campaigns that nurture leads over days or weeks with personalized messaging.
Office Agent
Focus on closing — automation handles the initial outreach and follow-up sequences.
Frequently asked questions
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