How to create auto-follow-up rules in HelloGrowthCRM
Build smart auto-follow-up rules that trigger emails, calls, or tasks when a lead goes quiet. Cuts no-response leak by 30-60%.
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 guidesMost leads go cold not because they aren't interested but because reps forget to follow up. HelloGrowthCRM auto-follow-up rules trigger emails, WhatsApp pings, or tasks when a lead goes quiet.
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
- •Email inbox connected
- •Pro tier or above for full logic
- •Approved templates
- •10-15 minutes
- 1
Go to Automation → Auto Follow-Up
Different from journeys (simpler, single-trigger).
- 2
Click Create rule
Templates: Lead no response, Email no reply, Demo no-show, Stage stagnant.
- 3
Set the trigger window
3 days after lead created with no activity → send WhatsApp. Or 5 days after first email no reply → send second.
- 4
Pick the action
Send email/WhatsApp/SMS, Create task, Notify Slack, Move to journey.
- 5
Add filters
Limit by source, score, country, custom field.
- 6
Configure stop conditions
Lead replies, Deal closed, do-not-disturb tag added.
- 7
Set business hours
Respect workspace hours. Toggle 24/7 for support.
- 8
Test on a sample lead
Test mode runs in compressed time.
- 9
Activate
Save & enable. Status panel shows triggers per day.
Frequently asked questions
Difference between auto-follow-up rules and journeys?▾
Auto-follow-up = single trigger + single action. Journeys = multi-step branching.
How many rules can I have?▾
Pro: 25 active. Enterprise: unlimited.
Can rules run on existing leads?▾
Both. Default new only. Enable Apply to existing for backfill.
Will follow-ups send on weekends?▾
Only if you allow. Default Mon-Fri.
Can different rules use different signatures?▾
Yes — each rule picks the sender.
Templates for common follow-ups?▾
30+ templates. Settings → Templates.
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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