.svg)
.svg)
.svg)
.svg)
.svg)
Start follow-up automatically when the timing is right
Automations help you act fast on new leads and uncover opportunity in the leads you already have. From the moment a lead enters Follow Up Boss to the moment an older lead shows renewed interest, Automations can trigger the next step automatically.
See Automations in action
New leads get missed.
Old leads get overlooked.
Most teams have two problems at the same time.
First, new leads come in and need immediate action. If nothing happens quickly, momentum disappears.
Second, older leads sit in the database quietly until one of them suddenly shows signs of life again. The problem is no one has time to manually watch every contact, every activity change, and every possible hand raise.
- New leads do not always get the right follow-up at the right time.
- Existing leads with real potential stay buried in the database.
- Teams spend money chasing more brand new leads while underworking the leads they already have.
- Follow-up depends too much on memory, manual checking, and luck.
- Opportunities get missed not because they are not there, but because no one saw the signal in time.
A better way to catch the right follow-up moment
Never miss the moment to act
Catch important events as they happen, whether it is a new lead entering Follow Up Boss or an older lead showing fresh activity.
Get more value from the leads you already have
Stop treating your database like storage. Turn it into a source of active opportunity by surfacing the people who are ready for attention now.
Keep follow-up moving without manual effort
Automate the repeatable next steps so your team can stay consistent without having to monitor everything by hand.
How it works
Choose the events or conditions that matter to your team, like a new lead entering Follow Up Boss or an existing lead becoming active again.
Set the response you want, like sending an email, creating a task, updating a field, notifying a teammate, or reassigning the lead after it is already in Follow Up Boss.
Once it is live, Automations keep watching your database and spring into action when those moments happen.
Built to reduce manual monitoring
Works across the lead lifecycle
Automations are useful both at intake and after the lead is already in your database.
Sends emails automatically
Automations can trigger email sends as part of a workflow.
Supports reassignment downstream
Automations do not control distribution rules for brand new incoming leads, but they can reassign leads later once they are already in Follow Up Boss.
Built to reduce manual monitoring
Instead of constantly checking for activity, your team can rely on automations to watch for key signals.
Where Automations fit into your workflow
For teams focused on speed-to-lead
Use Automations to kick off follow-up the moment a new lead flows into Follow Up Boss.
For teams sitting on a large database
Use Automations to watch for signs that older leads are active again and ready for re-engagement.
For teams trying to reduce manual process
Use Automations to create tasks, send emails, update records, and keep workflows moving automatically.
For teams managing handoffs
Use Automations to support cleaner transitions, including reassigning leads after intake when the workflow calls for it.
The opportunities were already there. Now your team can act on them.
Before Automations, our team relied on memory and oversight. Now the system handles the next step automatically. Nothing slips through the cracks anymore.
Catch the hand raises you’d otherwise miss
Automations help you move faster on new leads and uncover opportunity in the leads you already have.
Get a closer look at how Automations help your team trigger follow-up, automate next steps, and act on important lead signals inside Follow Up Boss.