How lead-stage workflows follow up every lead automatically in CustomIQ

1:34 · Published 2026-10-13

In CustomIQ you can run one workflow per lead stage: that stage's WhatsApp agent opens the conversation, researches the contact's website and gives them something useful; if they go quiet it retries twice, then moves to a weekly email alternating segment articles and a sales message. When the stage changes, the lead moves to the next workflow.

Step-by-step guide: Lead-stage workflows with WhatsApp agentsTry CustomIQ

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0:00Introduction

In this tutorial you'll see lead-stage workflows, where each stage of your leads gets its own automatic follow-up. In Sequences there's one workflow per stage, new, qualified, sales qualified and unqualified. The audience is the stage itself. When a lead reaches a stage, they join its workflow automatically, and leave it when the stage changes.

0:27Inside a stage workflow

Open one to see how it works. This one is still a draft, so nobody is enrolled until you review it and launch it. Each step is a message the agent writes for that contact, around the service they came for, with a useful tip. Here the agent sends one of the segment's published articles, never the same one twice. Then a sales message, and the workflow loops back, alternating articles and sales messages until the contact replies, unsubscribes or changes stage.

1:01The agent's outcomes

The agents are in Agents. Open the agent behind the workflow. Its outcomes decide what happens after each conversation. The stage the lead moves to, and the alert you get, for example when a lead asks for a proposal or accepts it. One workflow per stage, written by your agent for each lead. You review it, launch it, and it follows up for you.

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