Steps
- Send WhatsApp and Send email message the lead. Send a payment link (UPI) sends a link to pay you.
- Create a task / reminder, Add a note and Alert staff are for your team; the lead sees nothing.
- Move to stage, Move to a pipeline stage, Add a tag and Assign to staff change the lead. Assign hands leads to the people you tick, in turn.
- Check a condition (if / else) splits the flow into two paths; End the automation stops it for that lead.
- No WhatsApp connected, or no business email? Those steps leave a task, and the step form warns you. On Official WhatsApp a new lead's first one goes as Meta's approved Thank you for your enquiry.
- A lead who wrote to you on Messenger has no phone number: Send WhatsApp goes in their Messenger chat instead, within 24 hours of their last message.
Good to know
Messages can use {name}, {biz}, and for events {event}, {link} and {venue}.
Adding a tag can start another automation that listens for that tag.
Move to stage works like moving the lead yourself: Won makes them a customer, and automations for that stage start. Each automation runs only once for a lead.