Automate your follow-up. Personalize your outreach. Free up your time.

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They’re how you move leads from “I’m interested” to “Let’s do this!”- without lifting a finger.

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🔁 What’s a Workflow?

A Workflow is a sequence of automated actions that happen based on specific criteria you define.

Think of it as your digital assistant, following up with leads, sending reminders, updating contact info, and more.

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🧠 Use Workflows to:

• Send welcome emails after a lead submits a form
• Notify your team when a hot lead comes in
• Move a contact from “New” to “Contacted” in your pipeline
• Trigger a series of follow-ups over days or weeks
• Add or remove contacts from groups or audiences

“If this happens… then do that.”

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🎯 What’s a Trigger?

A Trigger is the starting point, the event that kicks off the workflow.

Examples of triggers:

• A Facebook or Google ad form is submitted
• A contact replies to an email
• A lead books a call or fills out a form on your site
• A tag is added (like “Hot Lead” or “Ready to Buy”)
• A pipeline stage changes

🔄 Example: A Simple Workflow in Action

Trigger: Lead submits a form from your Meta ad

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Workflow Actions:

1. Send a personalized thank-you email
2. Notify your sales rep via SMS or email
3. Add the lead to a group (e.g., “Facebook Leads”)
4. Wait 1 day, then send a follow-up email
5. Wait 2 more days, then send a link to book a call

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🧱 Triggers + Workflows = Automation Gold

When used together, triggers and workflows help you:

• Respond instantly
• Nurture leads automatically
• Never let an opportunity fall through the cracks
• Save hours every week

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🚀 Start With Templates (Or Build Your Own)

Jumpalead includes easy-to-use automation templates for:

• New lead follow-ups
• Missed call follow-ups
• Post-booking sequences
• Review requests
• Reactivation campaigns

Or customize your own from scratch, no code required!

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🔓 Ready to Build a Workflow?

Head over to your Automation tab and click Create Workflow. It’s fast, fun, and changes everything.