Run a Drip Campaign and Update it in Boards

Step 1: Create a Workflow #

1. Go to Automations → Workflow
2. Click Create Flow (or open an existing one)
3. Add a Custom Webhook
4. Copy the Webhook URL
5. Click Save Workflow and Enable it

Step 2: Create CRM Trigger #

1. Go to CRM → Triggers
2. Click Add New Trigger
3. Paste the copied Webhook URL
4. Set Trigger When: Contact Created or Edited
5. Choose: Any of Selected Field Updated
6. Select your Super Field (e.g., Sales Funnel Stage)
7. Save / Update Trigger

Now, whenever that super field (lead stage) is updated, the workflow will trigger automatically.

Step 3: Capture & Test Data #

• Activate Capture Incoming Webhook Data
• Update a lead stage in the board (e.g., move from New → Scheduled Visit)
• Check workflow to confirm data is received

Step 4: Create Stage-Based Filters #

Add a Router and create filters for each stage:

• New
• Scheduled Visit
• Visit Done
• Won

Make sure the stage name matches exactly (case-sensitive) with the board column name.

Step 5: Send Template Messages #

For each stage:

1. Add Send Template Message (CRM Block)
2. Select the WhatsApp channel
3. Map: WhatsApp Number (Identifier)
4. Select the appropriate template (e.g., Booking Reminder)
5. Click Run & Save

The router ensures the correct message is sent based on the lead stage.

Step 6: Add Nurturing (Optional) #

If the lead does not respond:

1. Add a Delay Block (e.g., 24 hours)
2. Add Get Single Custom Field
3. Check if stage is still the same
4. If yes → Send follow-up template again

You can repeat this for 2–7 days nurturing sequence.

Step 7: Auto Stage Change via Buttons #

If your template has buttons (e.g., Book Visit):

• Clicking the button can automatically update the lead stage
• The next stage’s drip flow will trigger automatically

Step 8: Duplicate for Other Stages #

To save time:

• Copy existing blocks
• Change the stage value
• Select the correct template