Workflows

AdBuy Workflows automate lead nurturing through multi-step, multi-channel sequences. Configure phone and email outreach to engage leads at the right time.

Overview

A workflow defines the automated sequence of touchpoints for nurturing leads. Each workflow consists of:

• Provisioned channels – Phone numbers and email addresses
• Sequences – Timed series of outreach activities
• Triggers – Conditions that advance or pause the workflow

Workflow Stages

Leads progress through four stages:

1. Lead – New lead enters the workflow
2. Qualify – Initial outreach and qualification
3. Nurture – Multi-touch nurturing sequence
4. Convert – Conversion activities and handoff

Getting Started

To set up your first workflow:

1. Provision phone numbers
2. Configure email sending
3. Set up your sequences