Pick a trigger, such as a form submission, a scheduled date or a birthday. WebNewBiz runs the follow-up steps on their own, from emails and texts to tags and waits between them.
Workflow automation is included on Growth, Pro and Ultimate.
Most small businesses lose leads the same way. Someone fills in a form or buys something, and the follow-up waits until the owner remembers it. Often that never happens. Workflow automation does the remembering for you. You set a trigger and the steps that should follow, and WebNewBiz runs them for every contact that fits, the same day, every time, without you opening the dashboard.
A workflow can start when a form is submitted, on a date you set, on a contact's birthday, when a tag is added, or when a new contact is created.
A step can send an email from an account you connect, or a text from your business number, with the contact's own details merged into the message.
Add a wait of minutes, hours or days. The workflow pauses, then picks up at the next step on its own.
Branch on a field or a tag. If the condition is not met, the workflow stops, so only the right contacts carry on.
On a store built with WebNewBiz, a workflow can react to an order placed, a cart left behind, a payment received and more.
Open a workflow's History to see each step that ran on each contact, and the reason when a step did not.
A workflow needs one trigger. That is the event that sets it off. You pick the trigger when you build the workflow, and you can change it later.
Scheduled workflows can go to everyone in your contacts, or only to contacts with a tag you choose.
Once a contact enters a workflow, it works through the steps in order. You add the steps you want and put them in the order they should run.
Because this sits inside the CRM, the follow-up uses the contact's own details, and a reply or a new order updates the same record.
You can run a workflow by hand on a single contact. That lets you check it does what you expect before you turn it on for everyone.
After that, open the workflow's History. It shows each step that ran on each contact, and the reason when a step did not go through. You can turn a workflow on or off whenever you want.
Small business owners who want new leads followed up and customers kept warm without remembering to do it, and agencies setting up the same follow-ups for their clients. It uses the CRM, so it starts on the Growth plan.
Every plan costs $1 for the first month, then the monthly price below. Cancel any time.
| Plan | Price | Workflow automation |
|---|---|---|
| Lite | $9 a month | No |
| Starter | $29 a month | No |
| Growth | $79 a month | Yes |
| Pro | $149 a month | Yes |
| Ultimate | $199 a month | Yes |
Full details on the pricing page.
How do I automate follow-ups for my small business?
Build a workflow, pick a trigger such as a form submission, then add steps like an email, a wait and a text. When the trigger fires, the follow-up runs on its own. Workflow automation starts on the Growth plan.
What can start a workflow?
A form submission, a date or schedule, a birthday, a tag being added, a new or updated contact, a confirmed appointment, a store event like an order or a cart left behind, a manual run on one contact, or an outside tool through a webhook.
Can it send emails and texts automatically?
Yes. A step can send an email from an account you connect, or a text from your business number in the phone system. The contact's details are merged into the message.
Can I wait a few days between steps?
Yes. Add a wait step for minutes, hours or days. The workflow pauses, then continues at the next step by itself.
Can I send automatic birthday messages?
Yes. Set the trigger to a contact's birthday and add the email or text you want sent. It runs once a year for each contact whose birth date you have.
Which plans include workflow automation?
Growth, Pro and Ultimate. Every plan costs $1 for the first month, then Growth is $79 a month.
Can I test a workflow before turning it on?
Yes. Run it by hand on one contact to see what happens, then turn it on for everyone and watch each run in the workflow's History.
Does it work with my online store?
Yes, on a store built with WebNewBiz. A workflow can react to events such as an order placed, a payment received or a cart left behind.
Build your website and CRM first, then set up a workflow so your follow-ups happen on their own.
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