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Auto Responding to New Leads
Auto Responding to New Leads

How to set up an automation to automatically respond to new leads, including when you're out of the office.

Nicole avatar
Written by Nicole
Updated over 2 weeks ago

New Lead Auto Responder

Leads can be created through the New Lead option on the dashboard or automatically created through your Táve contact form. You can trigger an automation when this happens. Most users however add a simple condition specifying that the lead was created through the contact form and not manually.

The automation below is an auto-responder for a specific type of job and only for leads that are web leads (meaning they weren’t created using the new lead option on the dashboard).

This automation is observing Lead › Created and executing immediately. If the job type of the new lead contains Maternity or Newborn AND the new lead is a web lead (i.e. wasn't created manually), then the new lead auto response email is sent out.

Out of Office Auto Responder

Similar to the above automation, you can set up one that observes any lead created, regardless of job type, to send an out of office message if you will be away. Simply edit your email message and enable when you're going away, then disable it when you return.

This automation is observing Lead › Created and executing immediately. If the new lead is a web lead (i.e. wasn't created manually), then the out of office auto response email is sent out.

Install These Auto Responder Templates in Your Táve Account

We also have automation templates available to install these automations right to your Táve account from our Template Gallery here:

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