ProFlow360 Automation Playbook
Ready-to-use automation templates for follow-ups, reminders, task assignments, and project workflows. Copy, customize, and activate in minutes.
Start simple, then expand
Begin with 1-2 high-impact automations before building complex workflows
Test with real data
Use test records to verify automation logic before activating for all customers
Monitor and optimize
Review automation logs weekly to identify failures and improvement opportunities
Document your workflows
Keep notes on automation purpose and logic for team training and troubleshooting
Lead Follow-ups
3 automation templates
Trigger:
Lead created
Actions:
- Wait 5 minutes
- Send email template: "Welcome & Next Steps"
- Assign follow-up task to owner
Ensure every lead gets immediate acknowledgment and knows what to expect
Increases response rates by 40% and reduces manual follow-up time
Trigger:
Lead in "New" stage for 3+ days
Actions:
- Day 0: Send email template: "Just checking in"
- Day 3: Send email template: "Quick question"
- Day 7: Send email template: "Last attempt" + notify sales manager
Re-engage cold leads without manual tracking
Recovers 15-20% of unresponsive leads automatically
Trigger:
Lead created or updated
Actions:
- Calculate lead score (industry, budget, urgency)
- If score > 80: Assign to senior rep + mark "Hot Lead"
- If score 50-79: Round-robin assignment
- If score < 50: Assign to nurture campaign
Prioritize high-value leads and balance workload across team
Increases conversion rates by 25% through better prioritization
Integration automations
Connect ProFlow360 to your tech stack and trigger automations across multiple platforms. View integrations catalog →
QuickBooks invoice sync
Auto-create QuickBooks invoices when ProFlow360 invoices are marked sent
Stripe payment notifications
Update invoice status and send receipts when Stripe payment succeeds
Slack team notifications
Send Slack messages when deals close, projects start, or tasks are overdue
Mailchimp list sync
Auto-add new customers to Mailchimp newsletter lists with proper segmentation
ProFlow360 CRM automation workflows for service businesses
ProFlow360 automation helps contractors, field service companies, and service-based businesses save time, reduce manual data entry, and ensure consistent follow-through on every customer interaction. This automation playbook provides 25+ pre-built workflow templates covering lead follow-ups, quote reminders, project task assignments, payment reminders, and customer re-engagement campaigns. Each template includes trigger conditions, action steps, use cases, and expected ROI so you can quickly identify the right automations for your business.
Automate lead follow-ups to increase response rates
Use ProFlow360 lead follow-up automations to send personalized emails within minutes of lead capture, trigger 3-day and 7-day reminder sequences for unresponsive leads, and automatically score and assign leads to the right salesperson based on industry, budget, and urgency. These automations increase response rates by 40%, recover 15-20% of cold leads, and improve conversion rates by 25% through better prioritization. Combine with email integrations to track opens and clicks automatically.
Streamline quote-to-cash workflows with approval routing
ProFlow360 quote automation templates let you route high-value quotes to managers for approval, send automatic follow-up reminders at 3, 7, and 14 days, and trigger welcome sequences and project kickoff tasks when quotes are accepted. These workflows protect profit margins, shorten sales cycles by 30%, and ensure seamless handoffs from sales to operations. Learn how to configure custom quote templates in our onboarding guide.
Automate project management with task assignment workflows
Use project automation templates to auto-create checklists, assign tasks to field teams, and schedule milestone reminders when projects start. ProFlow360 can escalate overdue tasks to managers, reassign work to backup team members, and send progress updates to customers when milestones are completed. These automations reduce project startup time by 50%, improve on-time completion rates by 35%, and increase customer satisfaction scores by 20%. Pair with mobile field tools for real-time task updates from job sites.
Improve cash flow with automated payment reminders
ProFlow360 payment reminder automations send friendly follow-ups 1, 7, 14, and 21 days after invoices become overdue. Configure late fee notices, service suspension triggers, and accounting team escalations to ensure timely payment without awkward manual outreach. Payment automation reduces average collection time by 40% and improves cash flow predictability. Connect QuickBooks or Xero to sync invoice status automatically.