Automations & Workflows

The Automations & Workflows module is where Drip CRM turns time-consuming manual processes into streamlined, automated systems. With workflows, you can nurture leads, send reminders, assign tasks, and personalize communication β€” all without lifting a finger.

⚑ Triggers

A workflow starts with a trigger β€” an event that sets everything in motion.

Common triggers include:

  • A new contact is added.

  • A form or survey is submitted.

  • An appointment is booked or canceled.

  • A tag is applied to a contact.

  • A missed call occurs.

πŸ”„ Actions

After a trigger fires, actions define what happens next.

Examples:

  • Send an SMS or email.

  • Add or remove a tag.

  • Move contact to a pipeline stage.

  • Assign lead to a team member.

  • Create a task or reminder.

  • Add delay steps (e.g. wait 1 day before next message).

🧩 Conditions & Logic

Use conditions to build personalized journeys:

  • If the contact has tag β€œVIP,” send a personal message.

  • If the appointment is canceled, trigger a reschedule sequence.

  • Else, continue down the standard path.

🎯 Templates

Drip CRM includes pre-built workflow templates you can use right away:

  • Missed Call Text Back

  • New Lead Nurture

  • Appointment Reminders

  • Review Requests

Pro Tip: Start with a template, then customize it to match your business needs.

πŸ“Œ Example Use Case

A home cleaning service sets up a New Lead Workflow:

  1. Trigger: New contact added from website form.

  2. Action 1: Send a welcome SMS.

  3. Action 2: Wait 1 day.

  4. Action 3: Send email with pricing guide.

  5. Action 4: Assign lead to sales pipeline stage Qualified.

  6. Action 5: Notify sales rep.

βœ… Next Step

Now that you know how to automate, let’s look at how to scale communication. Continue to Core Modules β†’ Campaigns to learn how to send SMS and email campaigns to your contact lists.