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How to create a new lead message template

  • January 27, 2026
  • 2 replies
  • 11 views

how to create new lead message temp

2 replies

  • Beginner
  • January 27, 2026

Hi Ahmed, here’s the exact kind of flow I used when I built a lead system for a client, maybe it helps you picture how to set yours up:

First, pick where the leads are coming from. For my client, I used a social inbox like Messenger, but it can be WhatsApp, IG DMs, a form, anything.

Then the flow was:

New message or new lead comes in
Capture the details into one place (Google Sheet or a CRM) so it’s clean and organized
Auto-send a first reply using a simple template (name + what they asked + next step)
Tag or segment them based on what they want so you’re not treating every lead the same
Then follow up automatically if they don’t reply within a few hours or the next day

If you’re running ads, you can extend the same flow into a content loop:

Video content goes out
Leads come in from that video
Leads get saved and segmented
Then you retarget that exact list with another ad or a stronger offer

So it’s basically: content or video to leads, leads to organized list, list to follow up and ads.

If you tell me where your leads are coming from and where you want to store them, I can write the exact template and steps in the same way.


Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • January 27, 2026

Hi ​@Eng Ahmed Alhassan 

What apps are you trying to use in the Zap? (names)