Workflows

Automate multi-step outreach — a sequence of text, voice, and button messages sent with delays. Follow the steps below to build your first flow. Where relevant, a green ring highlights the button to click.

1. Open Workflows and click "+ New Workflow" to start.

2. Pick an industry and language, then click Generate for a ready-made draft — or click "Blank workflow" to start from scratch.

3. In Settings, name your workflow and tick which account(s) send it (leave all unticked = every account). Set entry triggers, conflict rules and exit keywords here too.

4. Scroll down and click the "+" to add a step, then choose its type — Send Text, Send Voice, a Menu, a Wait, an If / Else branch, and more. Add as many steps as you need, then Save.

5. Back on the list, the 👤 button assigns which accounts run each workflow.

6. Click "Enroll Contacts" to add people into the flow — it starts sending from step 1, following your delays.

Save leads to a Google Sheet

Log every new lead automatically — an Action Block step appends each contact's name, phone and time as a new row in your own Google Sheet.

1. In a workflow, add an Action Block step and tick "Save to Google Sheet", then choose which columns to save — Name, Phone, Date/Time, Tags, Workflow.

2. Click "+ Add Google Sheet" to open the setup panel, then click "Copy script" — you'll paste it into Google in a moment.

3. In a new browser tab, open Google Sheets from the Google apps menu.

4. Click "Blank spreadsheet" to create a new sheet.

5. In the sheet, open the Extensions menu and click "Apps Script".

6. Delete any code already in the editor, paste the script below, then click the Save icon.

function doPost(e) {
  var sh = SpreadsheetApp.getActiveSpreadsheet().getActiveSheet();
  var d = JSON.parse(e.postData.contents);
  sh.appendRow(d.values || [d.name, d.phone, d.datetime]);
  return ContentService
    .createTextOutput(JSON.stringify({ ok: true }))
    .setMimeType(ContentService.MimeType.JSON);
}

7. Click "Deploy" → "New deployment".

8. Click the gear icon next to "Select type" and choose "Web app".

9. Set "Execute as" to Me and "Who has access" to Anyone (this is critical — the app can't post to the sheet otherwise), then click Deploy.

10. Click "Authorize access" and pick your Google account.

11. On the "Google hasn't verified this app" screen, click "Advanced".

12. Click "Go to FCT_Google_Sheet (unsafe)" to continue — this is your own script, so it's safe.

13. Review the permissions and click "Continue" to allow access.

14. Copy the Web app URL it gives you (it ends with /exec), then click Done.

15. Back in FCT CRM, give the sheet a name, paste the Web app URL, and click Save.

16. Select your new sheet from the dropdown.

17. Confirm the columns to save, then click Save at the top to finish.

18. Done — each new lead now appends a row (name, phone, date/time) to your Google Sheet.