Leadpal automations enable you to build workflows that save time and create a seamless, predictable customer experience. You can go from an idea to an automated workflow in minutes with just a few steps. This guide will walk you through creating and managing automations in Leadpal.
Get Started
Go to Automations and click Create new Automation.
Name Your Automation:
Give your automation a friendly and recognisable name. This will help you quickly identify it later.
Triggers
Select a trigger that will start your automation.
The available triggers are:
Lead Landed: Triggered when a new lead is created.
Lead Moved To: Triggered when a lead is moved to a specific report (e.g., Prospects).
Lead Field Changed: Triggered when a specific field in the lead record is updated (e.g., Advisor).
Lead Note Added: Triggered when a note is added to the lead.
Date Approaching: Triggered when a specified date is approaching (e.g., Callback Date).
Configure Trigger Options:
All triggers allow you to Delay the automation for a specified period, whilst other triggers also have specific options you can configure:
Lead Moved To: Select the report that triggers the automation (e.g., Prospects).
Lead Field Changed: Choose which field should trigger the automation (e.g., Advisor).
Date Approaching: Specify which date field should trigger the automation (e.g., Callback Date).
Once you’ve set up the trigger options, click Continue.
Setting Optional Filters:
You can set optional filters that determine whether the automation should continue based on specific conditions. For example, you could set a filter only to proceed if the Lead Source > Exactly Matches > LinkedIn.
After configuring filters, click Continue to move to the actions section.
Choosing Actions:
You can choose from two available actions:
SMS: Send an SMS to the lead or a specific number. SMS actions allow you to use merge tags, placeholders that automatically insert key information (e.g., the lead’s name or appointment date) into your message. This feature enables you to craft highly personalised messages that resonate with your prospects and clients.
Webhook: Integrate with external platforms like Zapier. A Webhook allows you to send data to other applications, enabling you to connect Leadpal with a wide range of tools. For example, you could use a Webhook to add a lead to a Google Sheets document or you could get creative and send flowers to new customers with premiums over £10,000.
Saving and Activating Your Automation
Save Your Automation:
Once you’ve configured your trigger, filters, and actions, click Save to finalise your automation.
Turn On the Automation:
After saving, you can activate your automation by toggling it on. Your automation is now live and will run based on the conditions you’ve set.
Creating automations in Leadpal is a straightforward process that can significantly enhance your workflow by automating routine tasks. Whether sending personalised SMS messages or integrating with other platforms via Webhooks, Leadpal’s automation tools offer a flexible and powerful way to streamline your lead management process.