Choose the Starting Point
Start with a pre-built template or a custom sequence triggered by a missed call, form, page visit, or email action.
What's included · Workflows
Every lead gets followed up on, automatically
Build a sequence once, off a missed call, a form, a page visit, and it runs the follow-up every time, whether you're free to do it or not.
Why it matters
Make workflows part of the full customer journey
Automated missed-call and follow-up workflows respond the moment a lead acts, instead of waiting on someone to notice and reply.
How it works
How workflows works in Momentum
Build the Sequence
Add messages, waits, tags, and conditions to segment leads and personalize the follow-up.
Test and Activate
Compare workflow paths with a split test, then use the selected sequence for ongoing follow-up.
What you can do
Everything you need to put workflows to work
Segmented automatically, not by hand
Leads get sorted and routed to the right follow-up based on what they did, no manual tagging.
Connects to the tools you already use
Bring in email, ecommerce, and other tools so the workflow can act on what happens outside Momentum too.
Follow-up that fits the person
Messages adjust based on what a contact has already done, not the same generic sequence for everyone.
Test the sequence, not just the page
Run two versions of a workflow against each other so you're not guessing which follow-up actually works.
Best fit
When workflows belongs in your workflow
Start with the job this feature needs to do, then connect it to the customer record and follow-up around it.
Teams that need consistent missed-call and lead follow-up
Marketers building segmented email or drip sequences
Businesses coordinating follow-up with connected email or ecommerce tools
One connected platform
Workflows works better when it is connected to everything around it
Momentum connects the customer record, conversations, pages, campaigns, and follow-up so each tool has the context of the rest.
CRM and pipeline
Keep contacts, opportunities, notes, and next steps together from first inquiry through payment.
Learn moreOne conversation inbox
Manage calls, texts, email, Facebook, and Instagram conversations without losing the contact history.
Learn moreWebsites, funnels, and pages
Build the places where people discover an offer, submit an inquiry, or take the next step.
Learn moreEmail marketing
Send useful updates and follow-up campaigns from the same system that holds the customer record.
Learn moreFollow-up workflows
Respond to missed calls and new inquiries with repeatable workflows instead of relying on memory.
Learn moreReporting and analytics
Review performance and activity in Momentum, with advanced reporting available on eligible plans.
Learn moreCommon questions
Frequently asked questions
What is a workflow in Momentum?
A sequence, send an email, add a tag, wait three days, that runs automatically the moment a lead meets a condition you set, like missing a call or filling out a form.
Do I need to build workflows from scratch?
No. You can start from a pre-built workflow template and customize it, or build your own from the ground up.
Can workflows respond to what a lead does?
Yes. You can trigger different steps based on actions like opening an email, visiting a page, or filling out a form.
Can I test different workflow paths against each other?
Yes. You can split-test different steps within a workflow to see which version performs better.
See workflows inside Momentum
See how this feature fits with everything else in Momentum, then pick the plan that's right for you.
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