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Reply to new leads automatically

Reply to every new lead within seconds by email, WhatsApp or text — and tell your team.

Where to find it: Integrations → Automatic lead response Owners and admins 6 min

Before you start

  • Email, WhatsApp or texts connected.
  • You're an owner or admin.

The steps at a glance

1Open Integrations2Find the box3Choose channels4Write the message5Save
Step 1 of 5
  1. In the menu on the left, tap Integrations. On a phone, tap the ☰ menu button at the top first.

    companyflowhq.com/integrationsCompanyFlowHQWebsiteAutomationsEmail Market…Team & HRIntegrationsSettingsGuidesIntegrationsSearch ⌘KMenuWebsiteAutomationsEmail MarketingTeam & HRIntegrationsSettingsGuides
  2. Scroll to Automatic lead response.

    companyflowhq.com/integrationsCompanyFlowHQWebsiteAutomationsEmail Market…Team & HRIntegrationsSettingsGuidesIntegrationsSearch ⌘KAutomatic lead responseReply straight away, tell your team…IntegrationsAutomatic lead responseReply straight away, tell your t…
  3. Turn on Tell me about new leads, Email follow-up, WhatsApp follow-up or Text message follow-up.

    companyflowhq.com/integrationsCompanyFlowHQWebsiteAutomationsEmail Market…Team & HRIntegrationsSettingsGuidesIntegrationsSearch ⌘KTell me about new leadsEmail follow-upText message follow-upIntegrationsTell me about new leadsEmail follow-upText message follow-up
  4. Edit Email subject, Email message and Text message.

    companyflowhq.com/integrationsCompanyFlowHQWebsiteAutomationsEmail Market…Team & HRIntegrationsSettingsGuidesIntegrationsSearch ⌘KEmail subjectThanks for getting in touchText messageHi! We'll call you today.IntegrationsEmail subjectThanks for getting in touchText messageHi! We'll call you today.
  5. Tap Save automatic follow-up.

    companyflowhq.com/integrationsCompanyFlowHQWebsiteAutomationsEmail Market…Team & HRIntegrationsSettingsGuidesIntegrationsSearch ⌘KSave automatic follow-upIntegrationsSave automatic follow-up

✅ How do I know it worked?

  • Fill in your own enquiry form: you get the reply within a minute.

⚠️ Common mistakes

ProblemSome leads got nothing.FixFollow-ups only go to people who ticked the consent box. That's the law for marketing messages.

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