How to build your first sales journey in HelloGrowthCRM
Build a multi-step automated sales journey with email, SMS, WhatsApp, tasks, and AI nudges. Visual journey builder, no code.
What this guide helps you do
Follow this article when you want a focused, step-by-step path to complete the task without digging through menus.
Need a broader overview first?
Go back to the Automation section to browse more guides, compare related tasks, and choose a better starting point.
View all Automation guidesA sales journey is a multi-step automated sequence — emails, WhatsApp, tasks, branches, waits — that runs on every lead matching a trigger. HelloGrowthCRM's visual journey builder uses the journey-runner edge function.
How to use this guide
Read the intro to confirm this is the right workflow, complete the steps in order, then review the common issues and related articles if your setup behaves differently from the standard path.
What you'll need
- •Pro tier or above
- •Email inbox connected
- •Optional WhatsApp Business API for WhatsApp steps
- •30-60 minutes
- •A clear use case
- 1
Open Journeys
Automation → Journeys. Empty state shows starter templates.
- 2
Pick a template or start from scratch
Templates: Demo follow-up (5 steps), Welcome new lead, Re-engage cold lead, Onboard customer.
- 3
Set the trigger
New lead with X source, Lead reaches stage Y, Form submitted, Tag added, Webhook, Manual.
- 4
Configure entry filter
Score > 50 AND country = India. Leads not matching never enter.
- 5
Add steps on the canvas
Drag: Send email/WhatsApp/SMS, Create task, Wait, Branch, AI step, Webhook, Update field.
- 6
Connect steps
Drag connectors. Branches have yes/no outputs.
- 7
Configure exit conditions
Exit if reply, deal Closed Won, do-not-disturb tag.
- 8
Test the journey
Test → Enroll test lead. Watch each step execute with shortened delays.
- 9
Activate
Click Activate. Counter shows live enrollment.
- 10
Monitor performance
Reports → Journey performance. Funnel: entered, per-step, exited, downstream impact.
Frequently asked questions
Can a lead be in multiple journeys?▾
Yes — up to 5 active journeys per lead. Watch for conflicting messaging.
How long can a journey run?▾
Indefinitely. 12-month nurture journeys with monthly touches common.
Can journeys send through my own email/WhatsApp?▾
Yes — through your connected accounts.
Are there usage limits?▾
Pro: 50K actions/month. Enterprise: unlimited.
Can I A/B test journey steps?▾
Yes — branch with Random 50/50 condition.
How do I pause for one lead?▾
Open lead → Journeys tab → click active journey → Pause for this lead.
Related articles
See it in product
Try it yourself
Start a 14-day free trial of HelloGrowthCRM — no credit card required. You'll have everything you need to follow this guide.
Still need help?
If this article does not match your account setup, rollout stage, or edge case, review more guides in Automation or contact our team for direct help.
Rushabh leads product strategy at HelloGrowthCRM with a focus on CRM workflows, revenue operations, and practical product design for growing businesses.
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