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Follow-up Sequences

Follow-up Sequences

Automate your follow-up process with multi-channel sequences that can include emails, LinkedIn actions, webhooks, and more. Perfect for sales outreach, customer onboarding, lead nurturing, recruitment, and any other process that requires systematic follow-up.

Common Use Cases

Sales Outreach

Cold outreach, lead nurturing, deal follow-up

Customer Onboarding

Welcome series, feature introductions, check-ins

Recruitment

Candidate outreach, interview follow-ups

Event Follow-up

Post-event thank yous, content sharing

Creating a Sequence

  1. Go to the Sequences page
  2. Click "Create New Sequence"
  3. Enter sequence name and description
  4. Add action steps with delays between them
  5. Use template variables for personalization
  6. Test the sequence before activating

Available Actions

Each sequence can include various types of actions:

Email Actions
  • Automatic Email - Send automatically on schedule
  • Manual Email - Create draft for review
LinkedIn Actions
  • LinkedIn Connection Request - Send personalized invitations
  • LinkedIn Message - Send direct messages to connections
  • LinkedIn Profile View - Visit prospect's profile
Data & Automation
  • Data Enrichment - Sync prospect information
  • LinkedIn Profile Sync - Update from LinkedIn data
  • LinkedIn Contact Sync - Sync contact details
  • Webhook - Trigger external integrations

Template Variables

Personalize your actions with these variables:

{{prospect_name}} - Prospect's first name {{prospect_full_name}} - Full name {{company_name}} - Company name {{your_name}} - Your name {{your_title}} - Your job title