Automated Lead Follow-Up Example
One example sequence — mix and match any of the schedule actions below.
Turn web forms into live phone calls. Lead Automation contacts every lead the moment it arrives — sending SMS and email, then placing outbound calls — with multi-step workflows that run automatically.
Socialized Media, a Facebook advertising agency, sends each new Facebook Lead to TrackDrive in real time. An SMS and email go out immediately, and the IVR dials the lead minutes later — retrying automatically if there's no answer.
Schedule Actions
Each schedule is an ordered list of actions that execute automatically for every lead. Available action types include:
- Call — place an outbound call to the lead using the offer's IVR
- SMS — send a text message with token-replaced content
- Email — send an email via your connected email integration
- Wait — pause for a configurable duration before the next action
- Webhook — fire a webhook to an external system
- Add to Schedule — move the lead into another schedule
- Update Field — modify contact field values on the lead
- Conditional — conditionally exit the schedule based on token values or expressions
Build a schedule visually. Drag actions into an ordered follow-up sequence for every lead.
A multi-step sequence in action. SMS, email, waits, and calls chained together into one automated flow.
