Automations & email sequences
Answer: Automations fire on triggers, email sequences drip multi-step follow-up to enrolled leads, and broadcasts send one-time emails. Built-in deliverability protections keep your sending domain healthy.
Trigger-based automations, multi-step email sequences with lead enrollment, and one-time broadcasts — plus the deliverability protections that keep your domain healthy.
The Automations view is a three-tab control center: Automations (trigger → action rules), Sequences (multi-step drip campaigns), and Broadcasts (one-time messages to a filtered audience). Together they handle follow-up without you lifting a finger.
Automations: if this, then that
- 1Open the Automations view and switch to the Automations tab.
- 2Click New automation.
- 3Pick a trigger: a lead is created (lead_created), a lead changes status (status_changed), a lead crosses a score threshold (score_threshold), or a task becomes overdue (task_overdue).
- 4Pick an action: send an email, create a task, update the lead, notify the team, and so on.
- 5Save and enable the automation.
Email sequences: multi-step drip campaigns
- 1Open the Sequences tab and create a new sequence.
- 2Add steps — each step is an email with a delay (for example, Day 0, Day 3, Day 7).
- 3Enroll leads into the sequence, either one by one or from a filtered set.
- 4LeadFlow tracks enrollments and sends each step on schedule.
Sequences use the email templates from your Email templates, personalizing {name} and {company} per lead. Enrolled leads show their progress on the lead's Messages tab.
Broadcasts: one message to many
- 1Open the Broadcasts tab.
- 2Write a subject and body.
- 3Filter the audience by lead status and source.
- 4Send — LeadFlow records how many recipients were matched and sends to them.
- Broadcasts automatically skip unverified or previously bounced emails — so your sender reputation stays clean and you don't get flagged as spam.
- This protection is built in; you don't have to manage suppression lists yourself.