Workflow templates / Sales & leads
Capture new leads and send them where you work
Every new chat becomes a lead, and lands in your own app too.
Works with: Any channel, A connected app
How it works
- Someone messages you for the first time
- They give their name, email and need
- The lead is saved and tagged new-lead
- It is sent to the app you pick
Steps in the workflow: Trigger, Send message, Send message, Wait for reply, Set variable, Condition, End, Set contact field, Send message, Set variable, Wait for reply, Send message.
Who it is for
Anyone who keeps leads in a sheet or CRM as well as here.
Good to know
- Do I need an app?
- Yes. Pick it on the app step before going live. To only save leads here, use Collect contact details.
- Which apps work?
- Any app you connect under Apps. A sheet, a CRM, a database.
- What are the channel limits?
- On WhatsApp, a business can message first only with an approved template (needs a WhatsApp Business account); free-form replies work within 24 hours of the customer's last message. It sends one message per recipient per run, and replies need a separate trigger.