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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
- Go to the Sequences page
- Click "Create New Sequence"
- Enter sequence name and description
- Add action steps with delays between them
- Use template variables for personalization
- 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