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Lead Automation Actions – Messaging

Automate the entire process of contacting your leads!
Send emails and SMS to leads at the opportune moment. For example,

  • Send a warm welcome message when a lead signs up on your website.
  • A nurturing email to engage a lead who visited a pricing page.
  • A thank you note after you’ve made a sale.
  • And lots more…

Here’s how to setup it up –

Send Email

Allows you to send emails to leads based on the condition satisfied.

  1. Click Send Email. The Choose an Email Template pop-up box appears.
  2. Next, select an existing email template or create a new one.
  3. You’ll be directed back to the automation page and the send email action will be visible.

Email template select


Send SMS

Sending SMS through automation required you to first install and configure an SMS connector. See How to Send SMS using Automation, for all the details.