Delay Automation

Delay Automation allows teams to introduce strategic delays between automated actions in workflows. This is useful for lead follow-up, scheduled communications, or any event-driven automation where timing matters.


1. Set the Rule About Delay Time

Before actions can be delayed, you must configure the delay parameters.

Steps:

  1. Define the Trigger Identify the event that starts the automation (e.g., lead created, lead update, Activity created, Activity updated).

  2. Set the Delay Rule Choose how long the system should wait before the next action occurs.

    Delay Options:

    • Fixed Time Delay (e.g., 30 min to 3 months)


2. Add Action Set as per Lead Follow-up

Once the delay is configured, you define the actions that should happen after the delay expires.

Common Follow-Up Actions:

  • Send follow-up email or SMS

  • Assign lead to a sales team

  • Move lead to next pipeline stage

  • Trigger source, stage, user (e.g., CRM updates)

How to Add:

  1. Navigate to the Automation Flow Builder.

  2. After the delay node, add an action block.

  3. Choose the follow-up action (e.g., "Send Email", "Tag Lead", etc.)

  4. Customize the message or operation as needed.

Example Flow:

[Lead Created] → [Delay 2 Hours] → [Send Email: "Thanks for your interest!"]

Best Practices

  • Use delay strategically to avoid spamming leads.

  • Match delay length to the lead's engagement window.

  • Combine with conditional logic for personalized follow-ups.


Use Case Example

Use Case: Lead submits a form at night. You want to follow up the next morning.

Workflow:

  1. Trigger: Lead submits form

  2. Delay: Wait until 9 AM next business day

  3. Action: Send personalized welcome email

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