Follow up automatically, without it going wrong
Workflows that reply, remind and chase for you, and how to fix them when they don't fire.
1 Start here: Reply to new leads the moment they enquireThe essentials
The automations every business should have.
Reply to new leads the moment they enquire
Someone fills in your form and gets a text and email straight back, even at 10pm.
- 1Create a workflow
- 2Start it when the form is sent
- 3Send the reply
Text back missed calls automatically
Miss a call on the tools and the caller gets a text in seconds.
- 1Open Phone System, then Voice
- 2Open Missed Call Text Back
- 3Tick Enable Missed call textback
Send appointment reminders
A text or email goes out when someone books, so fewer people forget.
- 1Create a workflow
- 2Start it when someone books
- 3Add the reminder
Get a text or email when a new lead comes in
An internal notification tells you or your team the moment someone enquires.
- 1How it works
- 2Make the workflow
- 3Add the alert
Set up a series of emails that goes out on its own
Welcome, follow up and stay in touch with a few emails sent in order.
- 1Create a workflow
- 2Choose who gets it
- 3Add the emails
Win back customers you haven't seen in a while
Reach the people who already know you. Usually the cheapest work you'll get all year.
- 1Build the list
- 2Simple way: tag and follow up
- 3AI way: start an AI campaign
Smarter
Stop, assign and personalise.
Stop follow-ups once they reply or book
Make a follow-up sequence end the moment the customer answers, so they don't get chased after saying yes.
- 1Why it matters
- 2Stop on reply
- 3Stop when they book
Auto-assign new leads to your team
Share new leads between staff automatically, so someone owns every enquiry.
- 1Make the workflow
- 2Add Assign to User
- 3Tell them
Send birthday messages automatically
A workflow that sends a happy birthday (and an offer, if you like) on the day.
- 1Make the workflow
- 2Add the message
- 3Let it repeat
Auto-DM people who comment on your posts
Someone comments 'info' on your post and gets a direct message with the details.
- 1Make the workflow
- 2Reply and DM
- 3Know the limits
Add a group of existing contacts to a workflow
Put a whole list through a sequence at once, like a reactivation campaign.
- 1Pick the contacts
- 2Add to workflow
- 3Check the workflow is published
Connect another app with a webhook
Send data in from another tool (or out to it) when there's no ready-made integration.
- 1What a webhook is
- 2Data in
- 3Data out
Fix it
When something doesn't fire.
Why isn't my workflow working?
The ten things that quietly stop automations, and how to check each in a minute.
- 1It's still a draft
- 2Check Enrollment History
- 3A filter doesn't match
New leads aren't coming through
A form, chat or call went quiet. Work down this list before anything else.
- 1Send a test from your phone, off the office wifi
- 2Check the contact landed
- 3Look in spam and promotions
Why didn't my text send?
Read the error on the message, then fix the cause before trying again.
- 1Find the error
- 2They opted out
- 3Do Not Disturb is on