The New Lead & Opportunity Creation workflow automatically activates when a new contact enters FranFlow.

Its purpose is to ensure that every new lead is properly organized, added to the opportunity pipeline, and receives immediate follow-up communication.

This workflow helps consultants respond quickly to new inquiries without needing to manually set up contacts or send messages.

This workflow is triggered when: A new contact is created in FranFlow.

Contacts may be created from:

Once the contact exists in the system, the workflow begins automatically.

This workflow ensures every new lead receives immediate attention and is properly organized in the system.

It automatically:

✔ Creates an opportunity
✔ assigns the lead to a consultant
✔ sends initial follow-up messages
✔ applies tracking tags
✔ routes the lead into additional automations

Without this workflow, consultants would need to manually complete these steps for every new inquiry.

The workflow first checks whether the contact already has an open opportunity in the pipeline.

This step prevents duplicate opportunities from being created for the same person.

There are two possible outcomes:

If an opportunity already exists, the workflow stops.

No additional actions are taken to avoid duplicating records.

If no opportunity exists, the workflow continues with the next steps.

The new contact is assigned to a consultant within the system. This ensures that every lead has a clear owner responsible for follow-up.

Assignment rules may vary depending on the FranFlow account setup.

A new opportunity is created for the contact in the New Lead stage of the pipeline.

This allows the lead to be tracked through the franchise discovery process.

Opportunities help consultants manage where each candidate is in their journey, such as:

The workflow sends the first automated email to the new lead.

This email typically:

Emails are written directly inside the workflow to make them easier to manage and update.

The workflow applies a tag to the contact.

Tags help organize contacts and make it easier to:

The system waits briefly before sending the next message.

This delay helps the communication feel more natural and prevents messages from arriving all at once.

After the delay, the workflow sends a text message to the lead.

This message usually:

SMS messages help increase response rates by reaching leads on their mobile devices.

The workflow schedules an additional follow-up email the next day.

This ensures the lead receives a reminder and keeps the conversation moving forward.

Another tag may be applied to the contact to track where they are in the automation process.

Tags help identify which workflows a lead has completed.

The contact is then added to another workflow for continued nurturing or follow-up.

This allows the lead journey to continue without manual intervention.

The workflow ends with a goal step.

Goals allow the automation to stop early if the lead takes a desired action, such as:

This prevents unnecessary messages once the lead becomes engaged.