{"id":12179,"date":"2026-05-07T04:11:51","date_gmt":"2026-05-07T04:11:51","guid":{"rendered":"https:\/\/www.privyr.com\/blog\/?p=12179"},"modified":"2026-05-07T04:13:11","modified_gmt":"2026-05-07T04:13:11","slug":"lead-automation-rules","status":"publish","type":"post","link":"https:\/\/www.privyr.com\/blog\/lead-automation-rules\/","title":{"rendered":"Introducing Lead Automation Rules \ud83e\udd16"},"content":{"rendered":"\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"564\" src=\"https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2026\/05\/Header-Banner02-1024x564.png\" alt=\"\" class=\"wp-image-12180\" srcset=\"https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2026\/05\/Header-Banner02-1024x564.png 1024w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2026\/05\/Header-Banner02-300x165.png 300w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2026\/05\/Header-Banner02-1536x845.png 1536w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2026\/05\/Header-Banner02-300x165@2x.png 600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>We just launched our brand new<strong> <\/strong>Lead Automation Rules<strong> <\/strong>\u2013 which will completely change how you handle new leads.<\/p>\n\n\n\n<figure class=\"wp-block-pullquote\"><blockquote><p>Think fully automated follow-ups, triggered by lead-specific rules, sent from your WhatsApp Business number. \ud83e\udd2f<\/p><\/blockquote><\/figure>\n\n\n\n<p>Now you can <strong>automatically assign and add new leads to WhatsApp Sequences \u2014 based on any criteria you set<\/strong>.<\/p>\n\n\n\n<p>Create multiple rules and sequences to handle leads from different campaigns or products of interest.<\/p>\n\n\n\n<p>Privyr instantly messages new leads and follows up for you 24\/7, until the lead is ready to talk or buy.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"772\" height=\"913\" src=\"https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2026\/05\/Lead-Automations-cropped.gif\" alt=\"\" class=\"wp-image-12181\"\/><\/figure>\n\n\n\n<h2><strong>How it works<\/strong><\/h2>\n\n\n\n<p><strong>\ud83e\udd16 Automatic WhatsApp Follow-Ups &amp; Lead Assignment<\/strong><\/p>\n\n\n\n<p>New leads can now be instantly assigned to your team AND <strong>enrolled into a WhatsApp Sequence<\/strong>, based on the specific lead automation rule they match.<\/p>\n\n\n\n<p><strong>\u26a1 Set multiple rules to trigger different automations<\/strong><\/p>\n\n\n\n<p>Your rules can trigger different WhatsApp Sequences based on the lead\u2019s details like their source, location, budget, product interest, and many more.<\/p>\n\n\n\n<p>This ensures that if a lead meets specific criteria, they\u2019ll start the correct sequence. For example:<\/p>\n\n\n\n<ul>\n<li>Leads coming from your \u201cACME Residences New York\u201d Facebook Campaign get the New York sequence, while those from \u201cACME Residences Chicago\u201d campaign get the Chicago sequence.<\/li>\n\n\n\n<li>Leads who fill out your Open House Google Form are automatically assigned to a team member and added to your Open House WhatsApp Sequence.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"630\" src=\"https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2026\/05\/Lead-Automation-Rules-screenshot-1024x630.png\" alt=\"\" class=\"wp-image-12182\" srcset=\"https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2026\/05\/Lead-Automation-Rules-screenshot-1024x630.png 1024w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2026\/05\/Lead-Automation-Rules-screenshot-300x184.png 300w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2026\/05\/Lead-Automation-Rules-screenshot.png 1381w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2026\/05\/Lead-Automation-Rules-screenshot-300x184@2x.png 600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><strong>\ud83d\udc40 Full control &amp; visibility over the chat<\/strong><\/p>\n\n\n\n<p>You can view all the messages from your regular WhatsApp Business app and take over the conversation anytime.<\/p>\n\n\n\n<p>The automatic follow-ups can be set to pause when you manually message a lead or receive a reply. This ensures you don\u2019t over-message someone who\u2019s actively chatting with you.<\/p>\n\n\n\n<h2><strong>The follow-up system you can set and forget \u26a1<\/strong><\/h2>\n\n\n\n<p>By using Lead Automation Rules, you never have to worry about missing leads or delaying follow-ups again.<\/p>\n\n\n\n<p>Even while you\u2019re busy or offline, Privyr is working in the background \u2013 automatically engaging every new lead that comes in from:<\/p>\n\n\n\n<ul>\n<li>Your Facebook, Google, TikTok, or LinkedIn Ads<\/li>\n\n\n\n<li>Your website or contact forms<\/li>\n\n\n\n<li>Any other lead source<\/li>\n<\/ul>\n\n\n\n<h2><strong>Getting Started<\/strong><\/h2>\n\n\n\n<p>To set up your Lead Automation Rules:<\/p>\n\n\n\n<ol>\n<li>Go to your <strong>Automations<\/strong> tab &gt; <strong>Lead Automation Rules<\/strong><\/li>\n\n\n\n<li>Click <strong>Add New Rule<\/strong> and set your criteria<\/li>\n\n\n\n<li>Once added, you can edit, reorder, or remove rules anytime<\/li>\n<\/ol>\n\n\n\n<p>If you\u2019re using the mobile app, go to <strong>Account <\/strong>tab <strong>&gt; Lead Automation Rules<\/strong> to set this up.<\/p>\n\n\n\n<div class=\"is-content-justification-center is-layout-flex wp-container-1 wp-block-buttons\">\n<div class=\"wp-block-button is-style-fill\"><a class=\"wp-block-button__link has-background wp-element-button\" href=\"https:\/\/web.privyr.com\/automation\/lead-rules?utm_source=blog&amp;utm_medium=cta&amp;utm_campaign=product-updates\u2028\" style=\"background-color:#c955f6\" target=\"_blank\" rel=\"noreferrer noopener\">OPEN PRIVYR<\/a><\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Automatically assign and add new leads to WhatsApp Sequences. Instantly follow up via WhatsApp, even while you\u2019re offline. Just set and forget!<\/p>\n","protected":false},"author":8,"featured_media":12195,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[207],"tags":[469,1188],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.6.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Introducing Lead Automation Rules \ud83e\udd16 - Privyr Blog<\/title>\n<meta name=\"description\" content=\"Automatically assign and add new leads to WhatsApp Sequences. Instantly follow up via WhatsApp, even while you\u2019re offline.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.privyr.com\/blog\/lead-automation-rules\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Introducing Lead Automation Rules \ud83e\udd16 - Privyr Blog\" \/>\n<meta property=\"og:description\" content=\"Automatically assign and add new leads to WhatsApp Sequences. 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