Automated Lead Follow-Up with Follow Up Boss, Gmail, Twilio & WhatsApp Messaging
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 ā 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:
š¬ Email + SMS if all data looks good
š§ Email only if phone is invalid
š± 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.)
Related Templates
Instagram Full Profile Scraper with Apify and Google Sheets
šø Instagram Full Profile Scraper with Apify and Google Sheets This n8n workflow automates the process of scraping ful...
Technology News Workflow Explanation with Key Services
This workflow contains community nodes that are only compatible with the self-hosted version of n8n. Auto-Publish Techn...
Auto-classify Gmail emails with AI and apply labels for inbox organization
Who is this for? Professionals and individuals who receive high volumes of emails, those who want to automatically organ...
š Please log in to import templates to n8n and favorite templates
Workflow Visualization
Loading...
Preparing workflow renderer
Comments (0)
Login to post comments