Workflows & follow-ups.
Set the steps that follow an enquiry. Choose what starts a workflow, when it should wait and who needs to take the next action.
Triggers & conditions
Start a workflow when a relevant event happens. Add conditions so it runs for the enquiries that need that process.
- Start from events such as a new lead or message.
- Check field values before an action runs.
- Combine conditions with all or any matching logic.
Route website enquiries into the right process
When a new lead arrives, check whether its source is your website form. Run the follow-up steps for those enquiries without applying them to every lead.
Assignment & wait steps
Build the sequence around your team’s process. Assign responsibility and add a wait before the next action, so follow-up happens at the right stage.
- Assign leads to a user or team through workflow rules.
- Add a delay between the trigger and a later action.
- Check execution history when a workflow runs.
Give a new enquiry time before following up
A new enquiry starts the workflow. After one day, it creates an assigned follow-up task so someone can check whether the customer still needs help.
New enquiry
Lead created
Wait one day
1 day
Create follow-up task
Task: Follow up on the enquiry
Follow-up assigned
Completed
Follow-up tasks
Turn the next action into a task with an owner and a due date. Keep it with the customer record so the person doing the work has the context.
- Set a task owner, due date and priority.
- Create tasks yourself or through a workflow.
- Track the task through to completion.
Follow up after the quote goes out
Priya has the proposal, but her installation date is still open. Amira has a high-priority task to confirm it, with the due date saved on the record.
Make the follow-up part of the process.
Connect the trigger, the next action and the person responsible.