Follow up every new lead automatically by email, text, or WhatsApp

Pulls new leads from your CRM and reaches each one the right way, by email, text, or WhatsApp, automatically.

How the work actually flows

It branches. Any that apply are taken; runs once per each new lead pulled.

Pattern: Multi-Choice (6) · Simple Merge (5) · Multiple Instances with a priori Design-Time Knowledge (13)

flowchart TD trig(["scheduled lead pull"]):::trigtime s0[["pull new leads from CRM"]]:::mi s1["validate phone and email"]:::task s2["personalize follow up message"]:::svc s3["send via valid channels"]:::svc s4[("log result to database")]:::store trig --> s0 s0 --> s1 s2 --> s3 s3 --> s4 gx{"○ which contact info is valid"}:::gate s1 --> gx p00["send email and text"]:::task gx -->|"both valid"| p00 p10["send email only"]:::task gx -->|"phone invalid"| p10 p20["send text and WhatsApp"]:::task gx -->|"email missing"| p20 jn{"○ merge to logging"}:::gate p00 --> jn p10 --> jn p20 --> jn jn --> s2 out[/"follow up delivered through best channel"/]:::out pay{{"no lead slips through uncontacted"}}:::pay s4 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceRuns once per itemA record or sheetAny that applyPaths rejoinResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
Voice & PhoneEmail AutomationMessaging & Notifications
Connects
Follow Up BossGmailTwilioWhatsApp

The problem it solves

You have too many leads coming in to follow up with every single one personally, and it's easy for contacts to slip through the cracks when their phone number or email is missing or wrong. Inconsistent follow-up costs you deals.

Who it fits

Sales agents and CRM users who manage a steady flow of leads and can't afford to miss any.

How it works

  1. On a schedule, the system pulls the newest leads from Follow Up Boss
  2. It cleans and checks each contact's phone number and email for validity and duplicates
  3. It personalizes a message using the lead's own details
  4. It sends email and text if both are valid, email only if the phone is bad, or text and WhatsApp only if the email is missing
  5. It logs the result back to your database for reporting
What you get

Leads who get contacted before they go cold

Every new lead gets a personalized follow-up by email, text, or WhatsApp within moments of arriving in your CRM.

What you get

A personalized follow-up message delivered to each lead through the best available channel, with results logged.

What you need

A Follow Up Boss account, a Gmail account, and a Twilio account for SMS and WhatsApp.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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