All features & help
Automations
Automations
When→Then paths — ping you, email follow-ups, put leads on your list.
What it is
Automations are When→Then paths in Business → Automations. Start steps include a new quote ask or form submit; next steps include Tell me, Send an email, Put them on your list, and Wait.
Why it helps
You get the ping and the lead lands on your list even when you are on a jobsite — without inventing busywork.
How to use it
- 1
Open Business → Automations.
- 2
Pick a Start (e.g. Someone asks for a quote, or Someone fills a form).
- 3
Add Next steps: Tell me, Send an email, Put them on your list, or Wait.
- 4
Turn the path on — CRM toggles also cover estimate/invoice reminders and ask-for-review.
Related guides
- Lead capture & chat helperForms and chat-style helpers on your page that turn visitors into contacts.
- Leads inbox & pipelineSee every inquiry in one inbox and move deals through clear pipeline stages.
- Your pageYour public page at fwdlink.com/you — links, blocks, and a home for every inquiry.
- Estimates, invoices & work ordersQuote the job, schedule the work, and invoice — tied to the same lead.
Try it on your page
Join Free and turn this feature on when you need it.