Follow-Up Automation

The CRM stores every rule, schedule and decision. Pabbly Connect sends the messages, and must reserve each action here immediately before sending.

scheduled

pending

delivered

failed

cancelled

suppressed

Follow-up rules

Delays are measured from the moment the lead enters the stage and shifted into business hours. Rule edits apply to follow-ups scheduled from now on.

Stage / sequence	Step	Action	Condition
New Lead New lead intake	1. Notify assigned employee	Internal task	Always
New Lead New lead intake	2. Acknowledgment to customer	Customer email	Always
Contacting Contacting: no response	1. Follow-Up 1	Customer email	If no response
Contacting Contacting: no response	2. Follow-Up 2	Customer email	If no response
Contacting Contacting: no response	3. Final follow-up	Customer email	If no response
Contacting Contacting: no response	4. Internal review task	Internal task	If no response
Qualification Qualification support	1. Missing information request	Customer email	If qualification incomplete
Qualification Qualification support	2. Technical information request	Customer email	If qualification incomplete
Qualification Qualification support	3. Product demonstration invitation	Customer email	Always
Qualification Qualification support	4. Demo / call reminder task	Internal task	Always
Qualification Qualification support	5. Qualification overdue alert	Internal task	If qualification incomplete
Sales Ready Sales-ready review	1. Internal review notification	Internal task	Always
Sales Ready Sales-ready review	2. Handover approval reminder	Internal task	Always
Sales Ready Sales-ready review	3. Escalate pending handover	Internal task	Always
Assigned to Partner Partner handover	1. Partner notification	Partner notice	Always