Workflows & Templates
Automations and pipeline templates
Active Workflows
Automated lead processing rules
New Lead Auto-Assignactive
When Lead createdAssign to round-robin staff
1240
runs
No-Answer Follow-Upactive
When Lead status = No AnswerSchedule 24h follow-up + SMS
380
runs
Booked Appointment Alertactive
When Status changed to BookedNotify clinic manager + calendar
215
runs
Aging Lead Escalationactive
When No activity for 5 daysEscalate to account manager
92
runs
Lost Lead Surveypaused
When Status changed to LostSend feedback survey email
48
runs
Duplicate Detectionactive
When Lead createdFlag if phone/email exists
1560
runs
Pipeline Templates
Reusable stage configurations
Dental Default Pipeline
7 stages · 4 clinics
Medical Spa Pipeline
5 stages · 0 clinics
Chiropractic Pipeline
6 stages · 0 clinics
Source Mapping
Normalize lead sources
google_cpcGoogle Ads
fb_lead_formMeta Ads
gbp_callGoogle Business Profile
organic_searchLocal SEO