What Is Lead Nurturing & Workflows?

Overview:
Lead nurturing workflows automate the process of engaging prospects over time—sending targeted content, reminders, and tasks—so you build relationships and guide leads toward a purchase decision.

Steps:

1. Go to Automation & AI → Workflows.

2. Click + New Workflow and select Lead Nurturing as the workflow type.

3. Define a trigger (e.g., “Lead Created” or “Tag Added”).

4. Add a series of actions (emails, task assignments, status updates) spaced over days or weeks.

5. Activate the workflow to start nurturing automatically.

Tips & Best Practices:

• Map out your nurturing sequence on a calendar before building it.

• Balance educational content with calls‑to‑action.

• Use conditional branches (e.g., “If clicked link, send next email; otherwise wait 3 days”).

Troubleshooting / FAQs:

• Q: My workflow didn’t start for new leads.
  A: Check that the trigger matches the lead creation event and that the workflow is Active.

• Q: Emails are sending too quickly.
  A: Adjust the delay timers between actions to give leads time to engage.