Sales automation

Reply to every qualified lead in 5 minutes. Know who actually answered.

First contact in 5 minutes, follow-up in 24 hours, and a lead counted only when the customer replies.

For: Sales teams and founders who get leads from forms, ads and CRMs.

The business problem

Leads go cold while the automation says “success”.

A form fills, a message sends, and the dashboard turns green. Nobody checks whether the lead ever answered.
WhatsApp tokens expire and SMS numbers get blocked. The workflow fails quietly and the lead waits.
Follow-ups depend on someone remembering to look at the CRM the next day.

The outcome

Every qualified lead gets a first message within 5 minutes and is followed up until they reply or the 24-hour window closes.

1. TriggerWebhooks
New qualified lead
Your form or CRM calls a signed OutcomeOS webhook.
2. ActionCRM Messaging
Send WhatsApp message
Personalised first message, sent once per lead with an idempotency key.
3. Wait
Wait for reply
Up to 24 hours. Delivery and reply events come back as signed events.
4. Branch
Replied?
Yes: update the CRM and notify the salesperson. No: send an SMS follow-up.
5. ActionHubSpot
Update CRM contact
Mark the lead as engaged.
6. Outcome
Lead responded
Recorded when the reply is linked to the original lead.

Measurable outcome

Metric: Qualified leads that replied; Target: First contact within 5 minutes for 100% of qualified leads
Verified by: An inbound reply event from your messaging provider, linked to the lead that started the run.
Not counted as success: A sent or delivered message. Delivery isn't a reply.
When it fails: If SMS also fails, the lead is flagged “Requires attention” with the reason.

Status is shown as it is today. Anything not yet available can be reached through an HTTP step or a webhook.

Define one outcome, connect a webhook, and see what got done. Free to start, no card needed.