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Automating Your Workflows with Ease
What Are Workflows and Triggers?
Workflows and triggers are the heart of automation inside Jumpalead
How to View Existing Workflows
View, manage and edit all your active, paused or draft workflows in one place
How to Turn On or Off a Workflow
Easily turn workflows on or off with a single switch to stay in control of your automations at every stage
How New Appraisal Leads Are Handled
Track, respond to and manage every appraisal request instantly with automated workflows, notifications and pipeline updates
How Listing Enquiries Are Followed Up Automatically
Respond to every listing enquiry instantly with automated replies, tracking and follow-up, no manual work needed
How to Create a New Automation (Advanced)
This guide will walk you through how to create a custom automation using advanced logic, branching, and personalized actions.
How to Generate One-Time Booking Links in a Workflow
A One-Time Link is a scheduling link that automatically expires once an appointment is booked.
Configure Basic Automations
When you first sign up to Jumpalead, your account includes a few ready-made workflows (also known as automations). These handle common lead management tasks automatically, so new enquiries are tagged, sorted, and added to the right pipelines without any manual work.
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