# Run a Drip Campaign and Update it in Boards

#### Step 1: Create a Workflow

1. Go to **Automations → Workflow**
2. Click **Create Flow** (or open an existing one)
3. Add a **Custom Webhook**
4. Copy the **Webhook URL**
5. Click **Save Workflow** and **Enable** it

#### Step 2: Create CRM Trigger

1. Go to **CRM → Triggers**
2. Click **Add New Trigger**
3. Paste the copied **Webhook URL**
4. Set Trigger When: **Contact Created or Edited**
5. Choose: **Any of Selected Field Updated**
6. Select your **Super Field** (e.g., Sales Funnel Stage)
7. Save / Update Trigger

Now, whenever that super field (lead stage) is updated, the workflow will trigger automatically.

#### Step 3: Capture & Test Data

* Activate **Capture Incoming Webhook Data**
* Update a lead stage in the board (e.g., move from New → Scheduled Visit)
* Check workflow to confirm data is received

#### Step 4: Create Stage-Based Filters

Add a **Router** and create filters for each stage:

* New
* Scheduled Visit
* Visit Done
* Won

**Make sure the stage name matches exactly (case-sensitive) with the board column name.**

#### Step 5: Send Template Messages

For each stage:

1. Add **Send Template Message (CRM Block)**
2. Select the WhatsApp channel
3. Map: WhatsApp Number (Identifier)
4. Select the appropriate template (e.g., Booking Reminder)
5. Click **Run & Save**

The router ensures the correct message is sent based on the lead stage.

#### Step 6: Add Nurturing (Optional)

If the lead does not respond:

1. Add a **Delay Block** (e.g., 24 hours)
2. Add **Get Single Custom Field**
3. Check if stage is still the same
4. If yes → Send follow-up template again

You can repeat this for 2–7 days nurturing sequence.

#### Step 7: Auto Stage Change via Buttons

If your template has buttons (e.g., *Book Visit*):

* Clicking the button can automatically update the lead stage
* The next stage’s drip flow will trigger automatically

#### Step 8: Duplicate for Other Stages

To save time:

* Copy existing blocks
* Change the stage value
* Select the correct template

{% embed url="<https://youtu.be/9TZCrdQy_CI?si=87b3uF7SBS2IlIiX>" %}


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