Workflow templates / Sales & leads
Capture every lead source into one flow
Every lead source ends in one shape: a tagged contact marked as a new lead.
Works with: Any channel
How it works
- A lead arrives from your system or from one of your ad lead forms
- Your normaliser workflow cleans it and returns the source
- The contact is tagged with the source and marked new
Steps in the workflow: Trigger, Run another workflow, Add tag, Internal note, Change stage, End, Internal note, Trigger.
Who it is for
Brands with leads coming from forms, ads and chats at once.
Good to know
- What is the normaliser?
- A workflow you pick that ends with an End step returning source.
- What starts it?
- An API event named lead_captured, or a submitted ad lead form.
- 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.