Automate your follow-ups without writing code
VODOO CRM workflows automate your follow-ups, reminders and tasks in a visual editor: a trigger (form submitted, appointment booked, payment received, tag added…) starts a sequence of steps such as sending an email or SMS, waiting, adding a tag, creating a task or following an if/else condition. They are included from the Basic plan, with 5 to 100 active workflows depending on the plan.
Available triggers and actions
- Triggers: contact created, tag added, form submitted, appointment booked, payment received, pipeline stage changed, message received (email or SMS), webhook received, manual start.
- Actions: send an email, send an SMS, wait, add or remove a tag, create a task, move in the pipeline.
- If/else conditions to send each contact down the right branch.
- Review request, webhook call and enrollment in another workflow.
- Personalization variables (first name, company…) in messages.
- Drag-and-drop visual editor, one-click activation and duplication.
Example: automatic lead follow-up
- 1
“Form submitted” trigger on your landing page.
- 2
Welcome email, then wait 2 days.
- 3
Condition: if the contact has not booked a call, follow-up SMS and a task for a sales rep.
Plans
Included in every plan: 5 active workflows on Basic, 25 on Standard, 100 on Pro and Agency. See pricing
Frequently asked questions
Do I need to code?
No. Workflows are built in a visual editor by adding steps, with no code.
How many workflows can I activate?
5 active workflows on Basic, 25 on Standard and 100 on Pro and Agency. If/else conditions are available on every plan.
Can a workflow react to a reply?
Yes. The “Message received” trigger reacts to an email or SMS reply, at most once every 24 hours per contact, and never to a “STOP” or an auto-reply.