What this automation does
This automation automatically sends a follow-up email to customers one day after their lead is marked as Quoted in Movermate.
It keeps your business front-of-mind and helps convert quotes into confirmed bookings without manual follow-ups.
How the automation works
Trigger
When a lead has a status of Quoted
Action
Send an email to the customer
Uses the Follow-Up 1 email template
Timing
Sent 1 day after the lead updation date
Post Action
Automatically updates the lead status to Follow-Up 2
This ensures your follow-up process stays consistent and your pipeline progresses automatically.
How to set it up
Go to Settings → Automation Centre
Click Add Automation
Enter the workflow name:
Quoted Lead - FollowUp 1Configure the automation:
Trigger: When a lead has a status of Quoted
Action: Send customer → Email
Email template: Follow-Up 1
Timing: 1 day after the lead update date
Post status: Follow-Up 1
Click Add Workflow
When setting up this automation, make sure you select the Gmail (📩) icon before choosing your email template.
This is a recommended Top Automation for moving businesses looking to increase bookings and maintain a clean, organised sales pipeline.
Need help?
For any enquiries, contact the Movermate Product Experts at
📧 [email protected]
We’re here to help.