PLATFORM / AUTOMATION

Let routine work
move itself forward.

FollowUpPro Automation connects triggers, conditions and actions so your team can automate repetitive work without losing business context.

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Connected workspace Team-ready Built into FollowUpPro
Automation FollowUpPro
FP
Workspace

Automation

Today
01TriggersStart when something changes
02ConditionsControl when rules apply
03ActionsCreate the next step automatically
Active workspaceEverything connected
Team activityContext stays visible
Next actionReady for execution
Workspace connected
FollowUpProOne connected platform
01 / PLATFORM
BUILT AROUND YOUR WORK

Turn business rules into
consistent actions.

Build automation around the work your team already does. A lead changes status, a task is completed, a project starts or another supported event occurs — the right action can follow.

Event triggers

Start workflows from supported business events such as lead, customer, project and task activity.

Conditions

Use conditions to make automation specific to the records, statuses or situations that matter.

Follow-up actions

Create the next customer or project action while preserving the existing relationship context.

Task actions

Turn repeatable business rules into tasks for the right team member.

Notifications

Keep the people responsible for the next action informed at the right point.

Activity visibility

Keep automated actions visible alongside normal business activity.

02 / THE FLOW

Keep every part of the
workspace connected.

01PeopleTeams and ownership
02AutomationPlatform capability
03ContextConnected records
04ActionWork moves forward
WHY IT MATTERS

Turn business rules into
consistent actions.

Build automation around the work your team already does. A lead changes status, a task is completed, a project starts or another supported event occurs — the right action can follow.

  • Connected to the wider FollowUpPro workspace
  • Designed around real business context
  • Clear ownership and next actions
  • Consistent experience across the platform
FOLLOWUPPRO WORKSPACE
01Current activityActive
02Assigned ownerTeam
03Connected contextLinked
Workspace progress78%
READY WHEN YOU ARE

Bring your platform
into motion.

Connect your teams, customers and daily work inside FollowUpPro.

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