If you’re drowning in leads but can’t seem to follow up with them all, you’re not alone. Most sales teams drop the ball somewhere between “new lead” and “actual conversation.” If you’re tired of leads slipping through the cracks, or you just want your team to stop chasing cold prospects, automating your follow ups with a tool like Canddi might finally get you off the hamster wheel.
This guide is for sales managers, marketers, and anyone tired of copy-pasting the same emails all day. I’ll break down how Canddi’s workflows can actually help, where they fall short, and how to set them up without driving yourself crazy. No fluff, just what you need.
Why automate lead follow ups at all?
Let’s be real: nobody likes chasing people who never reply. But even the best salespeople forget to follow up now and then. Automation isn’t about turning conversations into spam—it’s about making sure real leads don’t get ignored.
Here’s what automation can actually do for you: - Saves time: No more rewriting the same “just checking in” email. - Consistency: Everyone gets the right nudge, at the right time. - No lost leads: Good prospects don’t fall through the cracks just because someone was off sick. - More headspace: Less admin, more actual selling.
But automation isn’t magic. If your follow ups are boring or off-target, automating them just means you’ll annoy more people, faster. The trick is to set up workflows that feel personal—but don’t take you hours to manage.
What Canddi Workflows Can (and Can’t) Do
Canddi pitches itself as a tool to track website visitors and automate lead engagement. The workflows feature lets you trigger follow ups based on what leads do (or don’t do) on your site.
What Canddi workflows do well: - Trigger emails based on behavior: You can send an email if someone visits a certain page, downloads a document, or comes back after a week. - Assign leads to the right team member: If a hot lead revisits pricing, you can route them straight to sales. - Reminders and alerts: Get a ping when a lead does something interesting.
What Canddi workflows can’t do: - Full-on marketing automation: It’s not HubSpot or Marketo. You can’t build giant branching campaigns or do fancy drip nurturing. - Deep CRM integration: While you can push data into your CRM, don’t expect Canddi to replace it. - AI magic: It won’t write your follow up emails for you, or “predict” the perfect message. You still need to know your audience.
In short: Canddi workflows are great for simple, rule-based follow ups tied to real behavior. If you want to run a three-month nurture campaign with A/B testing and SMS, look elsewhere.
Step-by-Step: Setting Up Automated Lead Follow Ups in Canddi
Here’s how to get started. I’ll keep it practical and skip the stuff most people don’t need.
1. Map out your follow up logic (before you touch any software)
Don’t skip this. Before building anything in Canddi, sketch out: - Who do you want to follow up with? (e.g., anyone who downloads a whitepaper? Only people who visit pricing?) - What should trigger a follow up? (First visit, repeat visit, no reply after 3 days…) - What should actually happen? (Send email, assign lead, alert sales, etc.) - How often is too often? (Don’t be the annoying brand.)
Pro tip: Start with one or two high-value triggers. You can always add more later.
2. Set up lead tracking in Canddi
- Install the Canddi tracking code on your website. This is non-negotiable—no code, no data, no automation.
- Test it. Visit your own site in an incognito window and see if Canddi logs you as a visitor.
If you skip this step or rush it, your workflows will fire at random, or not at all.
3. Create your first workflow
This is where the magic (read: actual automation) happens.
- Go to the Workflows section in Canddi.
- Click “Create Workflow.”
- Choose a trigger. Example triggers:
- Visitor views a specific page (like Pricing or Demo).
- Visitor downloads a resource.
- Visitor returns after X days.
- Set your conditions. You can filter by things like company, location, or how often they’ve visited.
- Choose the action. Usually:
- Send an email (template or custom).
- Assign to a team member.
- Send an internal alert.
Don’t overcomplicate it: Start with “If someone visits the Pricing page twice, send a personalized email from Sales.”
4. Write your follow up emails (don’t sound like a robot)
This step is easy to mess up. Don’t just use the bland default template.
- Keep it short and specific. Reference the page or action (e.g., “Saw you checked out our pricing again—any questions?”)
- Personalize, but don’t fake it. Canddi can drop in their name or company if it knows it. Don’t pretend you’ve met if you haven’t.
- Have a real reason for following up. “Can I help?” is better than “Just checking in.”
Pro tip: Test your email on yourself. If you’d ignore it, so will your leads.
5. Set up alerts for hot leads
Not every follow up should be automated. For high-value prospects (like someone from your top target account visiting the demo page at 2am), you want a human to jump in.
- Set an alert to ping sales directly.
- Make it actionable. Include details (who, what they did, how to contact).
This way, your team spends time on real opportunities, not chasing ghosts.
6. Test, review, and tweak
- Check your workflow logs. Are emails going out? Are people replying?
- Ask your team for feedback. Are the alerts helpful, or just noise?
- Don’t set and forget. If your open rates tank, your follow up is probably off.
What to ignore: Don’t obsess over perfect timing or “the best subject line.” Just be quick, relevant, and respectful.
Honest Pros and Cons of Using Canddi Workflows
Let’s not kid ourselves—no tool is perfect. Here’s what you’ll actually notice when using Canddi for lead follow ups.
The Good: - Easy to set up: You don’t need a computer science degree. - Behavior-based triggers: Real signals, not just “wait 3 days.” - Keeps you organized: No more spreadsheets of “leads to chase.”
The Not-So-Good: - Limited automation depth: You can’t build super complex campaigns. - Basic email editor: Don’t expect Mailchimp-level design or analytics. - Can get noisy: Too many alerts, and your team stops paying attention.
What to watch out for: - If you treat every visitor the same, you’ll just annoy people. - If your emails sound canned, replies will dry up. - If you automate everything, your pipeline starts to feel cold and impersonal.
Bottom line: Use Canddi to catch the obvious opportunities, not to spam everyone in your database.
Pro Tips for Not Screwing This Up
- Start small. Set up one or two workflows, measure, and tweak.
- Review your emails monthly. What worked last month might sound tone-deaf today.
- Don’t automate for automation’s sake. Only set up workflows that actually save you time or close deals.
- Loop in your team. Sales and marketing should both know what’s being sent and why.
If you mess up, don’t panic. Just turn off the offending workflow and try again.
Keep it simple. Iterate as you go.
You don’t need a massive automation setup to see results. The best workflows are the ones you actually use—and that your leads don’t hate. Start with the basics, pay attention to what actually works, and don’t be afraid to turn things off if they’re not helping.
Good luck—and remember, a well-timed, real message beats a fancy automation every time.