Required inputs
- Lead identity and source
- Available request or conversation context
- Follow-up timing and your approval rule
Sales workflow
Follow Up With New Leads While the Context Is Fresh
See how Flow finds new leads, checks the conversation context, drafts the next message, and keeps approved follow-up connected to the CRM.
The business problem
New leads cool down when the first response or next touch depends on somebody remembering to check another list.
Intended user
Owners and small sales teams handling inbound interest alongside the rest of the business.
Trigger
A new lead is captured, or reaches a follow-up condition you define.
What Flow understands
Flow reads the lead record, the most recent activity, and your instruction to figure out the intended next action.
Which system or AI employee acts
Flow coordinates the sales specialist and the CRM context together.
Execution steps
From trigger to a visible business result.
- 01
Find leads matching the trigger.
- 02
Check the latest available context on each one.
- 03
Draft the message, call, or task.
- 04
Present customer-facing work for your approval when required.
- 05
Save the next action and the eventual response with the lead.
Approval point
Review outbound wording, contact selection, and any promise involving pricing or delivery.
Output
An organized, ready-to-send follow-up for every matching lead.
What is saved
Lead status, activity, prepared action, and the response once it arrives.
Bring the workflow into one conversation
Tell Flow what should happen next.
Keep the context, execution, and approval point connected.