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Lead Automation

Automate lead follow-up so it happens on time

Follow-up is easy to let slip on a busy day. MoveUpMark lets you draw your follow-up as a workflow once, and then runs it for each lead that enters it: the first reply, the reminder, the hand-off to a person, the task for the owner.

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How a workflow is built

  1. Pick a trigger

    Choose what starts it: a new lead from an ad form, a customer reply, a booked appointment, or an event from another tool.

  2. Add the steps

    Drag in actions on a visual canvas. No code is involved.

  3. Add timing and conditions

    Wait for a period or for an event, and branch on what happened.

  4. Publish

    A workflow can only be published with steps that can actually run, so a published workflow does what it shows.

Triggers: what can start a workflow

Workflows start from real events in your CRM.

  • A Facebook or Instagram lead form is submitted
  • A Google Ads lead form is submitted
  • A customer replies
  • An appointment is booked, or its status changes
  • A note or task is added, a task is completed, or a task reminder is due
  • An inbound webhook from another system

Actions: what a workflow can do

Each step changes something real in the CRM or sends a message.

  • Send a WhatsApp message
  • Hand the conversation to an AI agent
  • Create or update a contact, and add a note
  • Create or update an opportunity, change its status or move it to another stage
  • Assign the lead to a team member
  • Add, complete or remove a task
  • Call a webhook in another system

Sales follow-up that waits for the customer

Good follow-up reacts to what the lead does. A workflow can pause for a set time, or wait for an event such as the customer replying, with a timeout if they do not. Then it branches: one path if they answered, another if they did not.

  • Wait for a period of time
  • Wait for an event, with a timeout
  • If / else conditions
  • Split leads between paths
  • Move a lead to another workflow, or remove it from this one

AI follow-up

An AI agent can be one of the steps. A workflow can pass the conversation to an agent after a lead arrives or replies, so the next message is written for that lead instead of being the same line for everyone.

How AI agents work

A follow-up you could build today

These use only the triggers and actions above.

  • New Meta lead: create the opportunity, assign an owner, send an approved WhatsApp template, wait for a reply, and add a call-back task if none comes
  • Customer replied: hand the conversation to an AI agent and move the deal to the next stage
  • Appointment booked: add a preparation task for the owner and a note on the contact

What you need

  • A MoveUpMark account. Workflows are part of the CRM.
  • A connected WhatsApp Business Platform number, for steps that send WhatsApp messages, and an approved template for any first message.
  • A connected lead source, if you want workflows to start from ad leads.

Questions and answers

Do I need to write code?
No. Workflows are built on a visual canvas by connecting triggers, actions and conditions.
What can start a workflow?
A Meta or Google lead form submission, a customer reply, an appointment being booked or changing status, note and task events, or an inbound webhook.
Can a workflow wait for the customer to reply?
Yes. A step can wait for an event such as a reply, with a timeout, and the workflow continues down a different path depending on which happened.
Can workflows use AI?
Yes. Running an AI agent is an action, so a workflow can hand a conversation to an agent.
Can I connect my own tools?
Yes. An inbound webhook can start a workflow, and a webhook action can send data to another system.
How does a workflow message a brand-new lead on WhatsApp?
With a template approved by Meta. WhatsApp requires an approved template for a first message, and for any message more than 24 hours after the customer last wrote.
Lead ManagementLead management, from capture to conversionAI AgentsAI sales agents that reply to and qualify your WhatsApp leadsWhatsApp CRMA WhatsApp CRM for your leads and your teamMeta Lead AdsSend Facebook and Instagram Lead Ads straight into your CRM

Build your first follow-up workflow

Start from a new lead or a customer reply, and let the next steps run on their own.

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