How to create follow-up sequences
Creating automatic follow-up sequences in Salesforce requires using Flow Builder to build a flow with wait timers and email send actions. The process involves over 11 steps and takes about an hour. In Teeo, you describe the sequence in one message and it is active immediately.
How to do it in Teeo
“Create a follow-up sequence: first message at 3 days, second at 7 days, third at 14 days without response”
The sequence is active and will execute automatically at the defined intervals.
How to create follow-up sequences in Salesforce: step by step
Requirements
- ·Salesforce Flow Builder is available in all editions. However, email send actions require that an org-wide email address has been previously configured in Setup.
- ·For more advanced sales cadences (with multi-channel follow-up: calls, emails, LinkedIn), the Sales Engagement (formerly High Velocity Sales) license is required, which has an additional cost.
- ·Flows with 'Wait' (Pause) elements are Salesforce flows of type 'Record-Triggered with Schedule Paths' and consume flow execution credits. Check your plan's limits.
Access Setup
Click the gear icon (⚙) in the upper right corner of Salesforce and select 'Setup'. The administration console will open.
Navigate to Process Automation > Flows
In the Setup Quick Find search bar, type 'Flows' and select 'Flows' under the 'Process Automation' section. You will see the list of existing flows in your organization.
Create a new Flow
Click the 'New Flow' button. In the type selector, choose 'Record-Triggered Flow' so the flow activates automatically when a record (Lead or Contact) is created or updated.
Configure the flow trigger
In the configuration screen, select the object (Lead or Contact), set the trigger as 'A record is created', and define entry conditions if you want to filter (for example, only Leads with a specific field value).
Add the first Wait element (3 days)
Click the '+' icon to add an element and select 'Wait / Pause'. Configure the pause as '3 Days after the flow starts'. This will represent the interval before the first follow-up message.
Add the first 'Send Email' action
After the Wait element, add an action of type 'Send Email' or 'Email Alert'. Configure the recipient as the Lead or Contact's email field, and draft the subject and body of the first follow-up email.
Add the second Wait element (4 additional days)
After the first email action, add another 'Wait' element configured as '4 Days' (to reach a total of 7 days from the start). This will be the interval before the second message.
Add the second 'Send Email' action
After the second Wait, add another 'Send Email' action with the subject and body of the second follow-up email. Personalize the message to differentiate it from the first.
Add the third Wait element (7 additional days)
Add a third 'Wait' element of '7 Days' (to reach a total of 14 days). Before this Wait, you can add a Decision element to check if the contact has already responded and stop the sequence if so.
Add the third 'Send Email' action
After the third Wait, add the final 'Send Email' action with the body of the third and last follow-up email. This message typically includes an invitation to close or pause the communication.
Save and activate the flow
Click 'Save' and assign a descriptive name to the flow (e.g., 'Follow-Up Sequence — 3/7/14 days'). Then click 'Activate' so the flow begins executing on new records that meet the conditions.
Frequently asked questions
Does Salesforce have a native tool for follow-up sequences?
Salesforce offers Flow Builder to build automatic sequences with timers and email sends, available in all editions. For more advanced multi-channel cadences with calls and LinkedIn, the Sales Engagement (formerly High Velocity Sales) license is required, which has an additional cost.
How many steps does it take to create a follow-up sequence in Salesforce?
There are 11 steps using Flow Builder: access Setup, go to Flows, create a Record-Triggered Flow, configure the trigger, add three Wait elements with their intervals, add three Send Email actions, and finally save and activate the flow. The process takes approximately 60 minutes.
What is the fastest way to create automatic follow-up sequences?
With Teeo, you describe the sequence in one message — for example 'Create a follow-up sequence: first message at 3 days, second at 7 days, third at 14 days' — and the sequence is active immediately without configuring flows or additional permissions.