Workflow templates / Sales & leads
Log every lead to a sheet
Every new-lead tag becomes a row in your sheet.
Works with: Any channel, A connected app
How it works
- A contact gets the new-lead tag
- A row is added
Steps in the workflow: Trigger, Call a tool.
Who it is for
Anyone tracking leads in a sheet.
Good to know
- 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.