Automated lead follow-up with Follow Up Boss, Gmail, Twilio & WhatsApp messaging

Name: Automated lead follow-up with Follow Up Boss, Gmail, Twilio & WhatsApp messaging
Availability: InStock
Author: Fabian Perez

Automated lead follow-up with Follow Up Boss, Gmail, Twilio & WhatsApp messaging preview

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Important notice

This workflow is provided as-is. Please review and test before using in production.

Overview

This workflow automates your entire lead follow-up process across email, SMS, and WhatsApp.

It starts on a schedule and pulls your latest leads from FollowUpBoss (FUB), checking when the workflow last ran. Each new contact is automatically validated — phone numbers and emails are cleaned, filtered, and checked for duplicates before sending any message.

Once validated, the system intelligently decides how to reach each lead:

💬 Email + SMS if all data looks good

📧 Email only if phone is invalid

📱 SMS/WhatsApp only if email is missing

Each message is personalized using data from the lead record, and everything is tracked back in your database for future reporting.

This template helps agents, marketing teams, and CRM users run consistent follow-ups without missing a single contact. Whether you manage 10 or 10 000 leads, this flow scales effortlessly.

Tools used: FollowUpBoss, Gmail, Twilio/WhatsApp, n8n

(Tip: Replace your API keys and Gmail credentials before running.) Captura de pantalla 20251015 202825.png

Fabian Perez

2 workflows

Nodes

n8n-nodes-base.scheduletrigger n8n-nodes-base.code n8n-nodes-base.httprequest n8n-nodes-base.if n8n-nodes-base.filter n8n-nodes-base.splitout n8n-nodes-base.gmail n8n-nodes-base.twilio

Complexity

advanced

Published 16 Oct 2025

Likes 0

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Install path: /data/workflows/9738/9738.json

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Automated lead follow-up with Follow Up Boss, Gmail, Twilio & WhatsApp messaging

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Important notice

Overview