What It Does
Standard automations cover the basics, but every business has its own quirks. SalesButler's Visual Automation Builder lets you design multi-step workflows that fire off any trigger (lead created, status changed, quote viewed, time elapsed) and chain together actions like sending texts, updating status, escalating to a manager, or waiting before the next step. Build it visually, save it, and let it run.
Step-by-Step Guide
Pick a Trigger
Choose what kicks off the workflow — new lead, status change, quote viewed, time elapsed.
Add Actions
Chain actions: send SMS, send email, change status, escalate, wait.
Define Branching
Add conditional branches — if customer replied, do X; if not, do Y.
Save and Activate
Save the workflow and toggle it on.
Watch It Run
Workflow executes automatically; review every run in the activity log.
Why You'll Love This Feature
Visual Builder
Drag and drop actions — no code, no waiting on developers.
Trigger-Based
Workflows fire off any meaningful event in your business.
Conditional Branching
Different paths for different conditions.
Scheduled Waits
Add delays between steps for proper follow-up cadence.
Reusable
Build once and apply to thousands of leads.
Activity Log
Every workflow run is logged for audit and debugging.
Perfect For
Custom new-lead nurture sequences
Quote-viewed follow-up automations
Internal escalation workflows for high-value leads
Post-job review request workflows
Cross-channel orchestration (SMS + email + status change)