Leads · 20 steps
B2B proposal and trade-show follow-up
Enter someone you met at a trade show or sent a proposal to: three personal follow-up e-mails with their own Calendly link are drafted for your approval and go out on days 2, 5 and 10. The sequence stops when they reply, book a meeting or opt out.
Required integrations
Messages it sends
Commercial · İYS
Sends messages that count as commercial (offers, discounts, promotion); consumers may only receive them if their consent is recorded in İYS, Turkey's consent registry.
Budget cap: At most $1 per run
What this template does
This Leads template has 20 steps and is copied into your own project in one click; you then change the copy in the editor as you like. Who it's for: B2B sales and agencies.
Accounts you need to connect: Calendly and Email (SMTP). It includes an approval step (Request approval): the run waits there and nothing you haven't approved moves on to the next steps. The budget cap is $1 per run; when the cap is reached, the remaining steps don't run.
When it runs
The workflow starts when you press Run in the app – a one-off run whenever you need it.
How it works
- 01
Manual start
Starts the workflow when you press Run in the panel; e.g. to produce a campaign text whenever you need it.
- 02
Create / upsert lead
Creates a lead from incoming data, or updates it if the email or phone already exists, e.g. adding everyone who fills in your web form.
- 03
Calendly · Create single-use booking link
Calendly: A booking link for one event type that can be used for exactly one booking – ideal to send in a chat or e-mail.
- 04
Generate text
Has the AI write text from your instructions in a single step, e.g. a short reply draft for every new comment.
- 05
Generate text
Has the AI write text from your instructions in a single step, e.g. a short reply draft for every new comment.
- 06
Generate text
Has the AI write text from your instructions in a single step, e.g. a short reply draft for every new comment.
- 07
Request approval
Asks for your approval on the Approvals page before continuing; e.g. to check a post's text before it is published.
- if approved → Wait
- 08
Wait
Pauses the workflow for a while, until a date, or until an approval or reply arrives; e.g. to send a reminder 3 days later.
- 09
Update lead
Changes an existing lead's status, score, tags or notes, e.g. marking a lead as Replied once they answer your message.
- 10
If
Splits items into two paths by a condition: one if true, the other if not; e.g. a different message for leads scoring over 70.
- if yes → Send email
- 11
Send email
Sends an email to one person from your connected account (SMTP or Resend), e.g. a thank-you email to someone who filled in your form.
- 12
Wait
Pauses the workflow for a while, until a date, or until an approval or reply arrives; e.g. to send a reminder 3 days later.
- 13
Update lead
Changes an existing lead's status, score, tags or notes, e.g. marking a lead as Replied once they answer your message.
- 14
If
Splits items into two paths by a condition: one if true, the other if not; e.g. a different message for leads scoring over 70.
- if yes → Send email
- 15
Send email
Sends an email to one person from your connected account (SMTP or Resend), e.g. a thank-you email to someone who filled in your form.
- 16
Wait
Pauses the workflow for a while, until a date, or until an approval or reply arrives; e.g. to send a reminder 3 days later.
- 17
Update lead
Changes an existing lead's status, score, tags or notes, e.g. marking a lead as Replied once they answer your message.
- 18
If
Splits items into two paths by a condition: one if true, the other if not; e.g. a different message for leads scoring over 70.
- if yes → Send email
- 19
Send email
Sends an email to one person from your connected account (SMTP or Resend), e.g. a thank-you email to someone who filled in your form.
- 20
Notify team
Sends your project team an in-app notification, email, Slack or Telegram message; e.g. when a hot lead comes in.
Setup notes
- Account choices, message template names and consent rules for this template are covered step by step in the setup guide (in Turkish).
How to customise it
- Fill in the
eventName,offer,calendlyEventTypeandoptOutLinevariables under Settings → Variables for your business; the template ships with placeholder values. - Keep the approval step on for the first weeks; once you trust the output you can remove it or only send borderline items to approval.
- Change the per-run budget cap ($1) under Settings; with an economy model you can lower the cap too.
- Before activating it, test the workflow with Test run; the run panel shows every step's input and output.
Frequently asked questions
Where are the leads saved?
On the Leads page of the app, with their score, status and source. If your sales team uses another tool, add a Sync to CRM / Sheet node to the workflow to push the leads there too.
Does it need İYS consent?
Yes. The messages this template sends count as commercial messages; under Turkish Law No. 6563 they may only go to consumers whose consent is recorded in İYS. The İYS integration lets the workflow check consent, and broadcasts skip recipients without it automatically.
Will anything go out without my approval?
No. The run waits at the Request approval step and the items appear on the Approvals page; nothing you haven't approved moves on to the next steps.
How much does a run cost?
The template comes with a budget cap of $1 per run; when the cap is reached, the remaining steps don't run. The real cost depends on the model you choose and the number of items; you change the cap under Settings.
Can I use the template before connecting the accounts?
Yes. The workflow is still created; the affected node shows a warning during validation, and the warning disappears once you connect the account.
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