Automation & Workflows
Put your follow-ups, dispatch alerts, and manual busywork on autopilot
Chillead's automation & workflows is included in every plan starting at $49/month with no per-user fees.
Every service business has repetitive tasks that eat hours from every week. Following up with leads who didn't respond. Sending appointment reminders. Creating tasks when jobs are completed. Moving deals to 'lost' after 30 days of silence. Chillead's automation engine handles all of it - triggered by events in your CRM, dispatch, or calendar, executed with perfectly timed communications and actions.
What automation & workflows gives your business
No-Code Workflow Builder
Build automation rules with a visual IF-THEN editor. Trigger actions based on lead status changes, appointment outcomes, timeframe delays, form submissions, or custom events. No coding required.
Automated SMS & Email Sequences
Create multi-step follow-up sequences that fire automatically. Send a text 5 minutes after a form submit, an email 24 hours later, and a phone follow-up task at 72 hours if no response.
Pipeline Stage Automation
Auto-move deals between stages based on conditions. No response for 30 days? Move to 'Lost.' Estimate approved? Move to 'Booked.' Invoice paid? Move to 'Completed.'
Internal Team Notifications
Send Slack-style alerts to team members when important events happen. High-value estimate approved, emergency job created, negative review detected - the right person knows immediately.
Webhook & Zapier Integration
Connect Chillead to thousands of other tools via webhooks or Zapier. Trigger automations in external systems or bring external events into Chillead's workflow engine.
Scheduled Automations
Set time-based rules. Send maintenance reminders 30 days before annual service is due. Trigger contract renewal sequences 60 days before expiration. Run weekly pipeline review reports for managers.
Get started in four steps
Choose Your Trigger
Select what starts the automation - a pipeline stage change, form submission, job completion, time delay, or custom event.
Define Your Actions
Add actions: send SMS, send email, create task, move pipeline stage, notify team member, trigger webhook.
Set Your Conditions
Add IF conditions: only if deal value > $1,000, only if no response in 24 hours, only if tag equals 'VIP.'
Activate and Monitor
Turn the workflow on. Monitor performance with run counts, response rates, and conversion tracking. Refine as you learn.
Field Events That Trigger Marketing - Automatically
This is what separates Chillead from marketing-only platforms like GoHighLevel. In Chillead, field events directly trigger marketing and sales workflows.
Examples that run automatically:
- Job completed -> review request sent via SMS within 1 hour
- Invoice paid -> 'thank you' email sent with referral incentive
- Equipment age > 10 years -> replacement recommendation email
- Maintenance contract expiring in 60 days -> renewal sequence triggered
- Technician notes mention 'customer interested in upgrade' -> upsell task created for sales rep
No other platform connects field events to marketing workflows this tightly because no other platform has dispatch, CRM, and automated marketing in the same system.
Automated Lead Recovery - Stop Losing 40-60% of Your Leads
Every service business has a lead follow-up problem. Research shows that responding to an inbound lead within 5 minutes makes you 100x more likely to connect than responding after 30 minutes. But most service businesses take hours or days to follow up - if they follow up at all.
Chillead's lead recovery automation fixes this permanently:
- New lead enters CRM from any source (form, phone, referral)
- Within 60 seconds: text confirmation sent, email with booking link sent, assigned rep notified
- If no response in 4 hours: automated phone call attempt
- If no response in 24 hours: second text message with a different angle
- If no response in 72 hours: follow-up task created for manual outreach
- If no response in 14 days: moved to nurture sequence
This sequence runs for every lead, every time, without your team remembering to do it.
What the competition cannot match
HouseCall Pro and Jobber have basic appointment reminders but no real marketing automation - no multi-step sequences, no pipeline rules, no field-event triggers. GoHighLevel has strong automation but zero dispatch or field service features. Chillead ties field operations directly to marketing workflows in ways no other platform can.
Common questions about Automation & Workflows
Do I need to know how to code to use workflows?
No. The visual workflow builder uses a simple IF-THEN interface. Select a trigger, add actions, set conditions. If you can use a spreadsheet, you can build automations in Chillead.
Can automation send texts to customers?
Yes. Automate SMS confirmations, appointment reminders, 'on-the-way' alerts, post-job review requests, payment reminders, and follow-up sequences.
Can field events trigger automations?
Yes. This is Chillead's unique advantage. Job completions, invoice payments, tech notes, and dispatch events all trigger automations because everything lives in one system.
Is there a limit on automations?
No hard limit. Create as many workflow rules as your business needs. Complex sequences with many steps and conditions are fully supported.
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