Skip to main content

    Automation Workflows

    Pre-built automation recipes to handle lead routing, follow-ups, and internal notifications. Install these logic flows instantly.

    Sales Teams
    Routing

    Lead Routing & Assignment

    Automatically round-robin new leads to sales reps and notify them via Slack or SMS.

    Local Business
    Lead Capture

    Smart Text Back

    If a call is missed, instantly text the caller: 'Sorry we missed you! How can we help?' Powered by SmartTextBack.com.

    Services / Coaching
    Follow-up

    No-Show Nurture Workflow

    If a lead misses an appointment, automatically send a sequence to get them to rebook.

    Cross-Industry
    Reactivation

    Stale Lead Reactivation

    If a lead sits in a pipeline stage for >30 days, trigger a special offer SMS/Email.

    E-commerce / Local
    Reputation

    Review Request Automation

    Trigger a review request 3 days after a deal is marked 'Closed Won'.

    B2B / Education
    Segmentation

    Webinar Follow-Up Split

    Send different emails based on whether the lead attended, missed, or left early.

    Retail / Spa
    Retention

    Birthday / Anniversary Promo

    Automatically send a personalized text and discount code on a customer's birthday.

    Agencies / B2B
    Billing

    Invoice Reminder Drip

    Send automated reminders 3 days before, on the day of, and 3 days after an invoice is due.