Back to Templates
This workflow automates your entire lead follow-up process across email, SMS, and WhatsApp.
It starts on a schedule and pulls your latest leads from FollowUpBoss (FUB), checking when the workflow last ran. Each new contact is automatically validated — phone numbers and emails are cleaned, filtered, and checked for duplicates before sending any message.
Once validated, the system intelligently decides how to reach each lead:
💬 Email + SMS if all data looks good
📧 Email only if phone is invalid
📱 SMS/WhatsApp only if email is missing
Each message is personalized using data from the lead record, and everything is tracked back in your database for future reporting.
This template helps agents, marketing teams, and CRM users run consistent follow-ups without missing a single contact. Whether you manage 10 or 10 000 leads, this flow scales effortlessly.
Tools used: FollowUpBoss, Gmail, Twilio/WhatsApp, n8n
(Tip: Replace your API keys and Gmail credentials before running.)