#### Reply to new leads in seconds
- Trigger: New Lead Created. Optionally limit it to certain lead sources or services.
- Action: Send SMS with no delay, for example "Hi {first name}, thanks for reaching out to {business name}! We'll be in touch shortly."
It runs for leads from your lead forms, Facebook and Instagram, inbound webhooks, Webflow, the online shop and leads you add on the web. Template: Welcome New Lead. To have the Lead Agent reply instead, use AI Instant Lead Response.
#### Text back a missed call
- Trigger: Missed Call. It runs as soon as a call to your business number goes unanswered.
- Action: Send SMS, for example "Sorry we missed your call! How can we help? Reply here and we'll get right back to you."
- Turn on Capture the reply into the CRM to save the caller's name when they reply.
Template: Missed Call Text-Back. Unknown callers are saved as leads, so leave the first name out of this one.
#### Follow up on a sent quote
- Trigger: Days After Date, record Quote, date Sent at, for example 3 days.
- Add a filter with Quote not accepted yet.
- Action: Send SMS or Send Email with the quote link.
Or use Repeat Until Goal: the Nudge Sent Quote (until accepted) template follows up every few days until the quote is accepted.
#### Chase an unpaid invoice
Use the Chase Unpaid Invoice (until paid) template, or Days After Date with the invoice's Due date.
#### Thank customers after a job
Trigger Job Completed, then Send SMS with a 1-day delay. Add Send Care Instructions for aftercare.
#### Win back customers and lost leads
- Customers due for service: Service Reminder Due, set Remind After (for example 12 months since their last visit) and choose Repeat every interval or Send once per visit. Template: Email: Win-Back After 12 Months.
- Lost leads: Lead Status Changed with To Status set to your lost column, then a message after a delay of a few weeks.