What this automation does
This automation automatically sends a follow-up email to customers three days after their lead status is updated to Follow Up 1 in Movermate.
It helps re-engage customers who have not yet responded and ensures consistent follow-ups without manual effort.
How the automation works
Trigger
When a lead has a status of Follow Up 1
Action
Send an email to the customer
Uses the Follow Up - 2 email template
Timing
Sent 3 days after the lead update date
Post Action
Automatically updates the lead status to Follow Up 3
This ensures your follow-up process stays consistent and your sales pipeline progresses automatically.
How to set it up
Go to Settings → Automation Centre
Click Add Automation
Enter the workflow name:
Follow Up 2Configure the automation:
Trigger: When a lead has a status of Follow Up 1
Action: Send customer → Email
Email template: Follow Up – 2
Timing: 3 days after the lead update date
Post status: Follow Up 2
Click Add Workflow
When setting up this automation, make sure you select the Gmail (📩) icon before choosing your email template.
This is a recommended automation for moving businesses looking to maintain regular follow-ups, improve response rates, and keep their sales pipeline organised.
Need help?
For any enquiries, contact the Movermate Product Experts at
📧 [email protected]
We’re here to help.