Stop Letting Leads Go Cold: Automate Your Follow-Up in Bigin
Someone fills out your form. Great! But… now what?
If you’re still manually responding to new leads—or worse, waiting until you have time—you’re probably missing out on sales. The fastest way to boost your conversion rate? Follow up immediately and consistently. And the good news? You can automate it all inside Zoho Bigin in less than two minutes.
Here’s how to build a simple, effective lead follow-up journey using Bigin’s built-in automation tools—no complicated setup, no extra apps needed.
Watch How To Set Up This Workflow in Zoho Bigin
Step 1: Start With a Connected Form
This whole flow starts with a form—whether it’s embedded on your website, shared from a landing page, or connected via another Zoho tool (like Zoho Forms). That form should already be mapped to create a new contact in Bigin. Once that contact is created, the magic begins.
Step 2: Create a Workflow Trigger
Go to the Workflows tab inside Bigin and create a new workflow. Set the trigger to activate “when a contact is added.” This ensures your follow-up journey starts automatically the moment someone submits a form.
Step 3: Send an Instant Autoresponder Email
Your first action should be a real-time confirmation email. Something like:
“Hey, got your message—can’t wait to connect! If you want to book a call, here’s my calendar link.”
Pro tip: Link that CTA to your Zoho Bookings calendar so leads can schedule a call without the back-and-forth emails. This one small step saves you time and makes the lead feel taken care of right away.
Step 4: Build a Nurturing Email Series
From the same workflow, add Scheduled Actions to send follow-up emails every couple of days. You don’t need a 10-email drip sequence—just a few thoughtful messages that:
- Share a client testimonial
- Answer common questions (FAQs)
- Remind the lead to book a call or reply
This slow-drip strategy keeps your business top of mind without overwhelming your new contact.
Step 5: Get Notified When Leads Come In
Don’t just automate the emails—automate your own awareness. Add a notification (email or push alert) to ping you when a new lead comes through, so you can choose to personally reach out, tag them, or drop them into another pipeline stage.
Final Thoughts: Simple Automation, Big Impact
This isn’t set-it-and-forget-it—but it’s the next best thing. You’re creating a system that works in the background while you focus on bigger things (like actually closing those leads).
Book a Call to get this set up in your system, or subscribe to our Newsletter for more cool tips like this!
