Put your follow ups on autopilot. Learn how to build workflows that handle the busywork so you can focus on closing deals.
An automation is a set of steps that run automatically when something happens in your account. Think of it like a personal assistant that never forgets to follow up. You set it up once, and it handles the repetitive stuff from that point forward.
Here is a quick example. When a new lead fills out a form on your website, your automation can instantly send them a welcome email, text them five minutes later, and create a task for you to call them. All without you lifting a finger. It runs in the background around the clock.
Every automation starts with a trigger (the "when" part) and is followed by one or more actions (the "then" part). The trigger watches for a specific event. The actions are everything that happens after.
A trigger is the starting point of any automation. It tells Jtek "watch for this event, and when it happens, kick off the workflow." You only get one trigger per automation, so choose the one that matches what you are trying to accomplish.
Most people start with "Form Submitted" because it catches new leads as soon as they come in. But there are several other trigger types depending on your situation. Here are the most common ones.
Actions are the steps that happen after your trigger fires. They run in order from top to bottom. You can chain as many actions as you need. The real power comes from combining them into sequences that feel personal to the recipient even though everything runs automatically.
For example, you might send an email, wait an hour, then send a text. Or you might check whether someone opened your email and send a different message depending on the answer. Here are the key actions you will use most often.
Follow along with these seven steps and you will have a working automation in about five minutes. We will build a simple new lead follow up as an example.
Click on Automation in the left sidebar. This is where all your workflows live.
Click "Create Workflow" and choose "Start from Scratch." You can also pick a template if one fits your use case.
Choose what starts the automation. For this example we will use "Form Submitted" so it fires every time a lead fills out a form.
Click the plus button below your trigger to add your first action. Choose "Send Email" and write your welcome message. Keep it short and friendly.
Add a "Wait" step and set it to 5 minutes. This gives the lead time to read your email before you text them. Without the wait, everything fires at the same time.
Add a "Send SMS" action. Write a short friendly text introducing yourself. Something like "Hey [name], just sent you an email with some info. Let me know if you have any questions!"
Review everything from top to bottom. When it looks good, click Save and then toggle the Publish switch to make it live. Your automation is now running.
These are ready to go workflows you can recreate in about ten minutes. Each one solves a real problem that most businesses deal with every week.