Automated Workflows
- Send follow-ups automatically based on triggers
- Multi-channel sequences without manual effort
- Consistent timing and messaging every time
- Scale to thousands of contacts
Feature
Workflows
Build automated sequences with delays, conditions, and multi-channel touchpoints.
Manual Outreach vs Automated Workflows
Why workflows save time and improve consistency
Manual Outreach
- Reminders get forgotten, follow-ups are inconsistent
- Can't scale to large contact lists
- Timing varies by rep availability
- Lower response rates from inconsistent messaging
Automate Your Outreach
Create workflows triggered by CRM events, contact actions, or scheduled times. Combine RVM, SMS, and voice broadcast with smart delays.
How Workflows Work
Automated multi-step campaigns with triggers and conditions
Trigger-Based Sequences
Start workflows based on events: new lead capture, web form submission, CRM deal stage change, contact reply, callback received, or scheduled time. No manual campaign launches needed.
Multi-Channel Campaigns
Combine ringless voicemail, SMS, voice broadcast, and email in single workflow. Send ringless voicemail at day 7, SMS at day 14, voice broadcast at day 21. Mix channels for maximum reach.
Smart Delays and Timing
Add delays between workflow steps: 7 days, 14 days, 21 days. Respect quiet hours automatically. Schedule specific times for each step. Conditional timing based on recipient timezone.
Conditional Logic
Route contacts through different paths based on responses or properties. If contact replies, send thank you message. If no reply after 14 days, send reminder. Branch workflows dynamically.
Auto Suppression
Automatically add contacts to suppression lists when they opt out or reply stop. Remove from future workflow steps instantly. Honor opt-outs across all channels.
Workflow Analytics
Track workflow performance: completion rates, response rates at each step, drop-off points, total conversions. Identify which workflows drive best results.
Start Automating Today
Create your first workflow and automate follow-up sequences
See Workflows in Action
Watch how automated workflows nurture leads while you focus on closing deals. Hands-off follow-up that actually works.
Workflow Examples by Use Case
Real-world automated sequences you can use
Real Estate Follow-Up
Lead captured → Day 0: Instant SMS welcome → Day 7: Ringless voicemail with property details → Day 14: SMS with new listings → Day 21: Final ringless voicemail → Stop if prospect replies
Healthcare Appointment Reminders
Appointment scheduled → 7 days before: Ringless voicemail reminder → 24 hours before: SMS confirmation → 2 hours before: SMS final reminder → Stop if patient confirms
B2B Sales Nurture
Demo scheduled → Before demo: SMS prep tips → After demo: Ringless voicemail thank you → Day 3: SMS follow-up → Day 7: Ringless voicemail with case study → Stop if converted
E-Commerce Cart Abandonment
Cart abandoned → 1 hour: SMS reminder → 24 hours: Ringless voicemail with discount → 48 hours: SMS with expiring offer → Stop if purchased
Ready to Automate Your Sequences?
Build workflows that nurture leads automatically
Automate Your Follow-Up Today
Stop losing leads to manual follow-up. Let workflows nurture contacts automatically with perfectly timed messages.
How to Create a Workflow
Build automated sequences in 5 steps
1
Choose Your Trigger
Select workflow trigger: new lead from web form, CRM event (deal stage change), contact action (reply, callback), scheduled time, or API event. Triggers start workflow automatically.
2
Add Workflow Steps
Add steps to workflow: ringless voicemail, SMS, voice broadcast, email. Set message content for each step. Use merge fields for personalization. Add delays between steps (hours, days, weeks).
3
Configure Conditions
Add conditional logic: if contact replies, send thank you message. If no reply after X days, send reminder. If contact opts out, stop workflow. Route contacts through different paths.
4
Set Stops and Suppression
Configure stops: remove from workflow if they reply, convert, or opt out. Auto-add to suppression lists when they request removal. Honor opt-outs across all channels.
5
Launch and Monitor
Activate workflow. Monitor performance: completion rates, response rates, conversions. Export analytics. Adjust timing, messaging, or conditions based on data.
Interactive demo content
Ready to Build Your First Workflow?
Create automated sequences that nurture leads for you
Create effective automated sequences
Space Messages Appropriately
Follow 7-14-21 day rule: Day 7 gentle reminder, Day 14 new information, Day 21 final touch. Never send back-to-back messages same day. Allow time for engagement between touches.
Respect timing
Keep Workflows Simple
Start with 3-5 step workflows. Add complexity gradually. Test simple workflows before building complex branching logic. Clear workflows perform better than convoluted ones.
Simplicity wins
Always Honor Opt-Outs
Stop workflows immediately when contacts opt out. Add to suppression lists automatically. Never continue messaging after opt-out request. Violations create TCPA risk.
Compliance critical
Test and Iterate
Start with small contact lists. Test workflow timing and messaging. Monitor performance metrics. Adjust based on data. A/B test different workflow approaches.
Data-driven optimization
Master Workflow Automation
Get expert guidance on building high-converting workflows. Our team helps with trigger setup, message sequencing, and optimization.
Start Automating Your Follow-Up Today
Drop Cowboy workflows work across ringless voicemail, SMS, voice broadcast, and email. Automate multi-channel sequences with triggers and conditions.
Workflows FAQs
Common questions about automated sequences
Workflows can be triggered by contact actions (reply, callback), CRM events (deal stage change, new lead), scheduled times, or API events. Common triggers: new web form submission, appointment scheduled, cart abandoned, demo requested. Use conditional logic to route contacts through different paths based on triggers.
Yes. Combine ringless voicemail, SMS/MMS, and voice broadcast in a single workflow. Example: Day 7 ringless voicemail, Day 14 SMS, Day 21 voice broadcast. Add delays between steps and use conditional logic based on contact responses or properties.
Configure delays in workflow builder: 7 days, 14 days, 21 days, custom time periods. Set delays in hours, days, or weeks. Workflows respect quiet hours automatically. Delays ensure messages arrive at appropriate intervals.
Yes. Add if/then conditions: if contact replies, send thank you message. If no reply after 14 days, send reminder. If contact opts out, stop workflow. Conditional logic routes contacts through different workflow paths dynamically.
Contacts who opt out are immediately removed from workflow, added to suppression lists, and future workflow steps are canceled. Opt-outs honored instantly across all channels. Never continue messaging after opt-out request.
Yes. Pause workflows anytime to make changes. Edit message content, timing, or conditions. Changes apply to future workflow executions. Past workflow executions continue as configured. Deactivate workflows to stop new executions.
Workflow analytics show completion rates (% who reached final step), response rates (% who engaged at each step), drop-off points (where contacts stop engaging), and conversions (% who completed desired action). Export detailed reports.
Yes. Workflows trigger from CRM events: new lead created, deal stage changed, opportunity updated. Workflow outcomes sync back to CRM: mark contacts as engaged, update deal stages, log activities. Salesforce and HubSpot integrations supported.
Workflows scale to unlimited contacts. Automate follow-up for thousands of contacts simultaneously. Drop Cowboy infrastructure handles high-volume workflows reliably. No limits on contact count or workflow complexity.
Yes. Duplicate existing workflows to create variations. Change message content, timing, or conditions. Create workflow templates for common sequences. Save proven workflows for reuse across campaigns.