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Automate follow-up: Sequences and booking pages

Updated 2026-08-10

In two lines: Sequences trigger automatic emails, tasks and messages to nurture a prospect over time. And your booking page lets the contact pick a free time slot and schedule the meeting on their own.

What is a sequence?

A sequence is a series of automatic steps that run over time on a contact: send an email, create a follow-up task, send a message. Instead of remembering to write "in 3 days", the sequence does it for you.

  • Go to CRM > Sequences.
  • Build the steps: what is sent, in what order and with how much time between one and the next.
  • Add contacts to the sequence; from there it runs on its own.

It's useful for nurturing leads that aren't ready to buy yet and for keeping any prospect from going cold for lack of follow-up.

When the contact replies or schedules a meeting, the sequence can stop on its own so as not to keep writing to someone who already reacted. Review that condition when building it.

Action steps: let the sequence do the work

Besides sending messages, a sequence can perform an Action step: it runs automatically when the contact reaches it, without creating tasks or waiting on anyone. You configure the action type from the step, and you have these to choose from:

  • Leave a note — logs a note in the contact's and deal's timeline.
  • Change the deal stage — moves the person's linked deal to another stage of the pipeline. It needs deal linking turned on (see right below).
  • Apply a label — adds a label to the person without replacing the existing ones.
  • Create a task — opens a follow-up task, optionally assigned to a teammate.
  • Notify a user — sends an internal notice to the teammate you choose.
  • Assign an owner — changes who's responsible for the person in the CRM.
  • Archive the deal — archives the linked deal. Same requirement: with no linking, or with no open deal for that person, the step is skipped.
  • Add to a list — adds the person to a static or CSV list (dynamic lists don't take manual additions).

The two steps that act on the deal — Change the deal stage and Archive the deal — only do something if the sequence links deals. You set that once, in the sequence's Settings tab, in the Deal linking card: choose Link each person's most recent open deal and every new enrollment gets tied to that person's deal. With linking on you also get two things for free: the sequence's activities land on the deal's timeline, and the person leaves the sequence automatically when the deal is marked won or lost. Step by step: Link deals in a sequence (so the automation can move them).

Sequences you had already created start out on Don't link: their deal steps won't do anything until you turn linking on. You'll spot it in the editor, because the step shows the notice "This step won't do anything: the sequence doesn't link deals" with a Turn on button next to it. Sequences you create from now on already link deals.
Action steps combine with the sequence's conditions (yes/no branches) so the automation reacts to behavior. A classic pattern: if the contact doesn't reply → archive the deal, or if they open the email → assign an owner and create a call task. The ones that touch the deal assume linking is on.

Personalize with variables

In the emails and messages of a sequence you can insert variables that fill in with each contact's real data when it's sent: their first name, full name, and —when the sequence links deals— the deal's title, value, currency and stage (for example {{firstName}}, {{fullName}}, {{dealTitle}}, {{dealValue}}, {{dealCurrency}}, {{dealStage}}). Write once, and each person receives it personalized, no manual editing. Without linking, the deal variables come out empty — one more reason to turn it on before writing with them.

How do booking pages work?

A booking page is your own scheduling link. You pass it to a contact, they pick a meeting type and a free time slot according to your time zone, and the booking is confirmed with a notification email for both. They can cancel or reschedule from the same link.

For it to show your real time slots, connect your calendar in CRM > Settings > Team, in your Personal integrations. Each salesperson has their own availability.

Without the calendar connected, the booking page can't show free time slots. Connect it first. See Centralize WhatsApp, email and calls in the CRM.

Next step: see how automatic follow-up fits into your day to day in Manage a deal: history, activities and agenda.

Still have questions?

Ask MIA, the MB Suite AI assistant: open it with the MB AI button (⌘J) in the top bar. MIA knows the section you're in, so you can ask it about what you see on screen — and it can also answer how-to questions about using MB Suite.