What Flow needs
- Lead status, source, and contact history
- The latest available conversation context
- Timing, audience, and approval rules
Keep the next conversation moving
Follow Up With Every Lead Without Chasing Your CRM
The first conversation is rarely the whole sale. Flow can find opportunities that have gone quiet, draft the next message, and — if you ask — schedule itself to check back later and report what happened, without you setting a reminder.
Who this is for
Owners and small sales teams who lose good opportunities because follow-up depends on memory, spare time, or scattered notes.
The operating problem
Opportunities go quiet when nobody can see who needs a response and what should be said next.
A workflow from instruction to outcome
One conversation keeps the context and the work together.
- 01
Tell Flow the lead group or condition — "everyone who asked for pricing this week and hasn’t replied."
- 02
Flow finds the matching leads and their conversation context.
- 03
Flow drafts the follow-up for each one.
- 04
You review outbound wording at the approval point.
- 05
Ask Flow to check back automatically — it schedules itself and reports the result in chat.
From context to controlled action
See the information before deciding what moves next.
Flow keeps the conversation close to the records and work it can use. The owner remains the decision point where the workflow requires approval.
What Flow creates
- A matched follow-up list
- Prepared messages, calls, or tasks
- A self-scheduled check-in that reports back without a reminder app
Where you approve
- Outbound wording when review is enabled
- Calling campaigns and contact selection
- Anything involving pricing, promises, or a sensitive customer issue
What to expect
Follow-up automation needs accurate lead data and appropriate consent. Dealsflow doesn’t guarantee a response or a sale — outcomes still depend on the offer, audience, and timing.
Frequently asked questions
Clear answers before you bring Flow into the work.
Yes. Flow uses the lead and activity context in Dealsflow to find records matching the condition you describe.
No. A workflow can present prepared messages for your approval when review is required.
Yes — ask it to check on something later and it schedules the work itself, then reports the result back in your chat.
Talk to your business
Give Flow the outcome. Keep the final say.
Start with one conversation and one business workflow that matters.