Skip to main content

Sequences

Automate a series of actions and communications to nurture leads, engage customers, and streamline your workflows.

Samir Rashed avatar
Written by Samir Rashed
Updated over 3 months ago

Sequences help you automate follow-ups and nurture leads through structured, time-based messaging workflows.

How to Create a Sequence

  1. Go to Automation > Sequences.

  2. Click "Create New Sequence".

  3. Define the trigger (e.g., form submission, lead status change).

  4. Add steps (emails, SMS, WhatsApp messages, or tasks).

  5. Set timing and conditions for each step.

  6. Activate and monitor performance.

For detailed steps, visit How to Manage Sequences?

Quick Tips

✅ Use personalized messages to improve engagement.
✅ Adjust timing to match customer behavior.
✅ Test and optimize sequences for better results.

Did this answer your question?