Free WhatsApp workflow template
New lead first message: every step, in order, before you switch it on
Text every new lead on your sheet, a different message per source, then hand the ones who reply to you.
- 8 steps
- 2 messages
- When: New lead arrives
New lead first message
Every message as it is sent. The app puts your own name and business where it says [Your name] and [Your business], {{Name}} is the contact's first name, and a word that starts with $ is filled in from the chat.
When: New lead arrives
- 1
Wait
Wait 1 minute
- 2
By source
If Luckin: source contains Luckin
- 3
Ask a question
Hi {{Name}}, [Your name] here from [Your business]. Thanks for filling in the form at Luckin - is now a good time for a quick chat?
- 4
Set their status
Status: Replied
- 5
Hand to a person
Hands the chat to you
If Everyone else
- 6
Ask a question
Hi {{Name}}, [Your name] here from [Your business]. Thanks for getting in touch - is now a good time for a quick chat?
- 7
Set their status
Status: Replied
- 8
Hand to a person
Hands the chat to you
What it does
Text every new lead on your sheet, a different message per source, then hand the ones who reply to you.
How to use it in ActivityTracker
- 1Open Workflows and choose Start with a template.
- 2Pick the one called "New lead first message". It opens as a draft with every step drawn and your name and business filled in.
- 3Change any words you like, then press Test to try it in a test chat.
- 4Publish it when it reads right. Nothing is sent before that, and you can stop it any time.
It sends from the WhatsApp you already use, linked as a device the way WhatsApp Web is. WhatsApp's help centre warns that linking through unofficial apps "may put your account at risk", so workflow messages wait their turn at your number's pace.
Already use ActivityTracker? Open the workflow templates in the app
Workflows like this one
Text a new lead, and if they say nothing, try twice more over the next three days, then move them to Lost. The chase that never happens on a busy week.
9 stepsA lead who lands in the evening hears something straight away instead of silence, and gets the real opening the next working morning.
5 stepsDeliver the download a lead signed up for, give them a day with it, then ask the one question that turns a reader into a conversation. Opens with the delivery message blank, so it cannot publish until you attach the guide and write the line that comes with it.
5 steps
Questions
Switch it on with your own words in it.
Book a walkthrough to see the workflows run in the app.