Build a lead follow-up workflow

Trigger automatic WhatsApp, email, or task actions when a lead enters a segment.

Steps

1. Open Workflows.
2. Select Create workflow.
3. Choose a trigger such as new lead, form submitted, or tag added.
4. Add conditions for source, location, score, or campaign.
5. Add actions such as WhatsApp message, email, sales task, or delay.
6. Test with a sample contact.
7. Activate the workflow.

Example flow

Stage	Configuration
Trigger	Lead created from Facebook Ads
Action	Send WhatsApp welcome template
Delay	Wait 1 day
Condition	If no reply, assign sales follow-up task

Common checks

• Make sure the trigger can only fire when expected.
• Add delays before repeated follow-ups.
• Test with a sample contact before activating for all leads.