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Good follow-up,
made simple.

Start with a moment, like a new web form or a booked job. Cindy takes care of the next step.

Workflow · Follow up with a qualified leadActive
WhenLead qualified
ThenWait 15 minutes
ThenSend a text
ThenNotify the team
Also: web form received, text received, Instagram or Facebook comment, lead booked
How it helps

Workflows, in plain terms.

Moments to start from

Web form received, text received, Instagram or Facebook comment, lead qualified, lead booked.

Steps to take

Send a text, reply, assign a teammate, notify the team, wait, add a note.

Templates

Start from proven workflows and edit them.

History

See every run, and pause or draft anytime.

Set up

Live in a day.
Then just watch.

Pick a moment

Choose what starts the workflow.

Add steps

Texts, replies, assignments and alerts.

Turn it on

Watch each run in the activity log.

Questions

What can start a workflow?

A web form via webhook, a text, an Instagram or Facebook comment, a qualified lead or a booked job.

What can a workflow do?

Send a text or reply, assign a teammate, notify the team, wait, or add a note.

Are there templates?

Yes. Start from a template and change any step.

Never let a lead wait.

Book a demo20 minutes · See Cindy answer a lead for your business

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