A GOCRM PLAYBOOK

New lead auto-reply

Connect a new inquiry to an owner, then start the conversation with a personal text and email.

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THE CUSTOMER JOURNEYSelect any step

Continue the conversation personally

STEP 04 THE MESSAGE4 / 5

Send the introduction text

Choose the new-lead SMS template and send from the assigned owner’s business number.

Hi {{ contact:firstName }}! This is {{ sender:firstName }} from [Company name]. Thanks for your inquiry about [product or service]. When would be a good time to talk?

From the assigned owner to your contact

Replace [bracketed details] and confirm merge fields in GoCRM. Copying keeps these placeholders intact.

Open this message template

When they reply, a person takes over.

Add incoming call, email, and SMS events that pause this workflow when the lead responds. The owner continues the conversation personally.

BEFORE YOU SWITCH IT ON

Make this flow your own.

New website inquiries that are ready for a first conversation.

01
Copy the messages from their send steps into SMS and email templates in GoCRM.
02
Choose your lead segment and assignment team.
03
Check contact permission and test with an internal contact before starting.

This is a recipe to build in your account, not a one-click import. Review contact permissions, timing, and reply-pause rules before starting.

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How templates work Original flow guide

Original GoCRM walkthrough. Menus may look different in your account.

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New lead auto-reply

Send the introduction text

Make this flow your own.

Keep building your playbook.