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How to set up an automated drip when a lead comes in?

Written by Danielle Daniel

Step 1:
Go to Settings β†’ Phone Numbers

Step 2:
Open the phone number or campaign where you want the automation enabled.

Step 3:
Click the Drip Automations tab.

Step 4:
Turn the automation toggle ON.

Step 5:
Choose the lead source.
Examples:

  • Zapier

  • Website

  • PPL

Step 6:
Select the drip campaign you want new leads added to automatically.

Step 7:
Click Edit Campaign to save your changes.

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