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

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

Ready for 3.0

by Fabian Perez · 2,583 views · created 2025-10-16 · Lead Nurturing, AI Chatbot

Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.

Nodes used (11)

GmailTwilio

What it does

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(fileId:2967)

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