John Smith
Admin
Design automated workflows to nurture leads and streamline processes
Automatically welcome new leads and assign to sales reps
Send follow-up messages after initial contact
Remind leads about scheduled appointments
Notify team when high-value leads are captured
Start automation when lead is captured
Send WhatsApp, Email, or SMS
Assign lead to team member
Create conditional logic paths
Add time delays between actions
End the automation workflow
Drag blocks from the sidebar to build your automation workflow
From: Google Ads, Meta, Contact Form
Triggers when new leads are added to any CRM
Template: Welcome New Lead
Send personalized welcome message
If source equals Google Ads
Branch workflow based on lead source
Auto-assign: Sarah Johnson
Distribute leads evenly among team
Delay before next action
Give leads time to respond
Workflow completed successfully
Automation ends here