Effective Lead Automation: Streamlining Calls and Notifications
After a month of tinkering and support from the team I was able to create 2 simple automations for (incoming webhook) that would take an inbound lead from a form, email them a note "I'm going to call you soon", text them a note "I'm going to call you soon", then make the call in one automation flow. In another, I start with "on call completed", I "extract fields" with (True/False) conditions and send them to Integrately (via outgoing webhook). It works, and it works well! All this is triggered by one form, which identifies the leads from an outbound email flow and triggers the automations. Thank you Thoughtly team! Great work! Now it's time to replicate and scale!