Talk to sales Start free trial

Capture & automate

Let the follow-ups run themselves.

When a lead is created or a deal changes status, a flow can assign an owner, add a note, create a task and message the customer on WhatsApp — so the next step never depends on memory.

Start free trial Talk to sales
  • Visual flow builder
  • CRM triggers and actions
  • Task reminders
New lead follow-up Active
  • Triggerslead created and status changes
  • Actionsassign, note, task and message
  • Rulesround-robin owners for form leads

Automate the busywork around every lead

Build flows visually and let them handle the repeatable steps your team forgets on busy days.

  • CRM triggers

    Start a flow when a lead is created or a lead, opportunity or deal changes status.

  • Assign and update

    Assign the lead, set its source or update fields without anyone touching the record.

  • Tasks and notes

    Create a follow-up task or add a note so the next step is always written down.

  • Message on WhatsApp

    Send an approved template or message as part of the same flow.

  • Conditions and waits

    Branch on conditions and wait before the next step, so timing feels human.

  • Reminders

    Task and meeting reminders keep owners on schedule.

How it works

Up and running in three steps.

  1. 01

    Pick a trigger

    Choose the CRM event that should start the flow.

  2. 02

    Add the steps

    Drag in conditions, waits and actions in the visual builder.

  3. 03

    Switch it on

    Activate the flow and review each run as it happens.

Keep exploring

More CRM features.

Questions about sales automation

Can’t find what you need? Talk to sales.

Where do I build automations?

Flows are built in the WhatsApp Hub flow builder, which includes CRM triggers and actions. Web Forms has its own owner-assignment rules.

Do I need WhatsApp Hub?

Yes, for flows. CRM triggers run for leads and deals that match a WhatsApp contact by phone number.

Can flows call other systems?

Flows can call your own API endpoints and accept inbound webhooks, depending on your plan.

Is there a separate email sequence tool?

Mailboxes has its own email workflows that start when a customer replies to a connected mailbox.

Put follow-ups on autopilot.

Start with BullCRM today and give your team one place to work every lead to won.

Start free trial Talk to sales
No credit card required