Workflow Automation: Connect Triggers to Multi-Step Automated Actions

LeadLeaf workflow automation lets you connect triggers to multi-step actions across SMS, email, pipelines, and calendars, so follow up runs without manual work. Included on every plan starting at $99 per month.

How does workflow automation in LeadLeaf work?

A workflow starts with a trigger, such as a new form submission, a missed call, or a deal moved to a new stage. The trigger fires a sequence of actions, such as sending a welcome text, waiting two days, then sending a follow up email. You build the workflow once and it runs every time the trigger fires.

Workflow starts withTrigger fires aBuild the workflow

What can trigger a workflow?

Triggers include form submissions, missed calls, inbound texts, email opens and clicks, pipeline stage changes, appointment bookings, and tag additions. Any event in the platform can start a workflow, so your follow up is always tied to what the customer actually did.

Triggers include formAny event inUnlimited users

Can I build multi-step sequences?

Yes. A workflow can have many steps with waits between them. A new lead can receive a text immediately, an email the next day, and a booking reminder three days later, all from one workflow.

Workflow can haveNew lead canDrag and drop builder

Can workflows branch based on engagement?

Yes. Branching sends different actions based on whether the lead opened an email, clicked a link, or replied to a text. A lead who clicks a booking link gets a different next step than one who did not, so your follow up adapts to their behavior.

Branching sends differentLead who clicksAutomated sequences

Do workflows connect to the CRM?

Yes. Every workflow action is tied to the contact record. A workflow can add a tag, move a pipeline stage, create a task, or update a custom field, so the CRM stays current without manual data entry.

Every workflow actionWorkflow can addContact timelines