Lead Automations

Lead automations let you set up drip feed campaigns that automatically send emails to new leads based on rules you define. When a lead enters your pipeline, the automation takes over — sending personalised outreach on a schedule you control, with follow-ups triggered by engagement (or lack of it).

Go to Email > Leads > Automations and click "New Automation". Choose which lead pool or segment to target, set your sending schedule (e.g., one email per day, three days apart), and select the email templates for each step. You can preview the entire sequence before activating it.

Active automations show real-time stats: how many leads are in each stage, response rates per step, and overall conversion. If a step underperforms, you can edit it without restarting the automation. Leads that reply are automatically removed from the sequence to prevent over-emailing.