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Automation Field Guide
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Follow Up With New Leads Automatically

Difficulty
Beginner
Setup effort
1–2 hours (estimate)
Good for
Home service, Real estate, Agencies

The problem

Leads go cold when follow-up depends on someone remembering to call back.

Who it’s for

Businesses getting leads from web forms, ads, or directories.

What you’ll need

  • A CRM with workflow automation
  • Optional: Make to connect lead sources without native integrations

Steps

  1. 01

    Send every lead into one place

    Connect your website form and ad lead forms so each new inquiry creates a contact in your CRM. Use Make for sources without a direct integration.

  2. 02

    Reply instantly

    Trigger an immediate text and/or email confirming you received the request and what happens next.

  3. 03

    Create a task for a human

    Assign a call-back task to the right person with a due time. Automation starts the conversation; people close it.

  4. 04

    Add a short follow-up sequence

    If there’s no reply, follow up after 1 day, 3 days and 7 days. Stop the sequence automatically when the lead responds or books.

  5. 05

    Move them through a pipeline

    Use pipeline stages (New → Contacted → Quoted → Won/Lost) so nothing sits untouched.

Software that can do this

GoHighLevel

All-in-one CRM

CRM, marketing automation and lead follow-up in one platform.

Best for: Service businesses & agencies

Make

Workflow automation

Visual workflow automation that connects the apps you already use.

Best for: Connecting existing tools

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