Automations
12:40
Building Your First Automation
Create a workflow that automatically follows up with new leads.
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Transcript
Automations are the secret sauce of scaling your business. In this tutorial, we'll build a simple but highly effective lead follow-up sequence. We'll start with our trigger: 'When a new lead submits a form.' From there, we'll add our first action, which is an instant SMS thanking them for reaching out. Then, we'll add a wait step of 24 hours, followed by an email checking in to see if they have any questions. We'll show you how to test this workflow and publish it so it runs 24/7 without you having to lift a finger.
