Automating lead follow-up with workflows

Following up with leads consistently is critical to converting opportunities into deals. Invelo’s Workflows allow you to automate your lead follow-up process so no leads slip through the cracks. By setting up automated triggers and actions, you can ensure timely outreach, clear ownership, and structured follow-ups without relying on manual tasks.

Why automate lead follow-up?

Automating lead follow-up helps you:

• Ensure every new lead receives timely attention

• Reduce manual work and human error

• Create a repeatable and scalable follow-up process

• Assign clear responsibility for outreach and next steps

With Invelo Workflows, you can automatically take action based on changes to your property records or pipeline stages.

How to automate lead follow-up using Workflows

Step 1: Create a workflow

Navigate to the Workflows section in Invelo and create a new workflow. This is where you’ll define when the automation should run and what actions should happen.

Step 2: Set up filter conditions (trigger event)

Filter conditions determine when the workflow is triggered. This is often based on a change or action within a property record.

Example trigger events include:

• A property record is added to the New pipeline stage

• A lead status changes to a specific value

• A property is assigned to a user

These conditions act as the starting point for your automated follow-up.

Step 3: Configure workflow actions

Once the trigger conditions are met, you can define the actions that should happen automatically. Invelo supports multiple follow-up actions, including:

• Automate direct mail outreach to ensure leads receive timely mail campaigns

• Assign property records to users so a specific team member is responsible for follow-up

• Create tasks to prompt manual follow-up calls or check-ins

• Send text messages to leads (requires smrtPhone integration)

• Send emails to leads (requires SMTP email integration)

You can add multiple actions to a single workflow to create a complete follow-up sequence.

Best practices for automated follow-up

• Start with simple workflows and expand as needed

• Clearly define ownership by assigning property records early

• Combine automated messages with tasks for personal follow-up

• Regularly review workflow performance and adjust triggers or actions

Invelo’s Workflows make it easy to automate lead follow-up and create a reliable system for managing opportunities. By setting up trigger-based actions such as assignments, tasks, texts, emails, and direct mail, you can ensure consistent outreach, reduce missed opportunities, and focus more time on closing deals.