Run a Drip Campaign and Update it in Boards

Step 1: Create a Workflow

1. Go to Automations → Workflow

2. Click Create Flow (or open an existing one)

3. Add a Custom Webhook

4. Copy the Webhook URL

5. Click Save Workflow and Enable it

Step 2: Create CRM Trigger

1. Go to CRM → Triggers

2. Click Add New Trigger

3. Paste the copied Webhook URL

4. Set Trigger When: Contact Created or Edited

5. Choose: Any of Selected Field Updated

6. Select your Super Field (e.g., Sales Funnel Stage)

7. Save / Update Trigger

Now, whenever that super field (lead stage) is updated, the workflow will trigger automatically.

Step 3: Capture & Test Data

• Activate Capture Incoming Webhook Data

• Update a lead stage in the board (e.g., move from New → Scheduled Visit)

• Check workflow to confirm data is received

Step 4: Create Stage-Based Filters

Add a Router and create filters for each stage:

• New

• Scheduled Visit

• Visit Done

• Won

Make sure the stage name matches exactly (case-sensitive) with the board column name.

Step 5: Send Template Messages

For each stage:

1. Add Send Template Message (CRM Block)

2. Select the WhatsApp channel

3. Map: WhatsApp Number (Identifier)

4. Select the appropriate template (e.g., Booking Reminder)

5. Click Run & Save

The router ensures the correct message is sent based on the lead stage.

Step 6: Add Nurturing (Optional)

If the lead does not respond:

1. Add a Delay Block (e.g., 24 hours)

2. Add Get Single Custom Field

3. Check if stage is still the same

4. If yes → Send follow-up template again

You can repeat this for 2–7 days nurturing sequence.

Step 7: Auto Stage Change via Buttons

If your template has buttons (e.g., Book Visit):

• Clicking the button can automatically update the lead stage

• The next stage’s drip flow will trigger automatically

Step 8: Duplicate for Other Stages

To save time:

• Copy existing blocks

• Change the stage value

• Select the correct template