Workflows & Custom Marketing Automation
Build visual triggers and actions that follow up with new leads instantly, book appointments, send reminders, and trigger review requests. SMS, email and call actions within workflows incur usage-based costs based on actual consumption.
Rather have us build & run it?What it does
Build visual triggers and actions that follow up with new leads instantly, book appointments, send reminders, and trigger review requests. SMS, email and call actions within workflows incur usage-based costs based on actual consumption.
- Visual Workflow Builder
- Instant SMS & Email Triggers
- Appointment Reminders & No-Show Sequences
- Trigger Links & Click Tracking
- Conditional If/Else Logic
- Custom Lead Nurturing Campaigns
Part of one connected customer journey
Workflows connect your website, conversations, CRM and calendar — so an enquiry automatically triggers the right follow-up, reminder or review request without manual steps.
Lead Core connects your website, conversations, CRM, automation, booking and payments — so this feature feeds the rest of the system instead of sitting in a separate app.
Explore the platformWhat you can do
Automated lead follow-up
A new enquiry triggers an instant text, a follow-up reminder, a booking link, and after the appointment an automated review request — all without lifting a finger.
Which plans include this
Workflows and Missed Call Text Back are available from the Automation Plan upwards.
Paid DIY Lead Core plans include a 14-day free trial. Managed Lead Core is a separate done-for-you service.
Works alongside
Usage-based running costs apply. Features such as SMS messaging, email sending, phone calls, AI usage (Ask AI, AI Agents, AI Employee) and payment processing incur per-use charges based on your actual consumption. These usage costs are billed separately from your Lead Core subscription and are clearly itemised inside your dashboard. Higher-tier plans benefit from progressively reduced per-use rates.
Workflows & Custom Marketing Automation FAQ
Put workflows & custom marketing automation to work
Choose a DIY plan and configure it yourself, or let Lead Core build and run the system for you with Managed Lead Core.