--- title: How to Set Up a Lead Nurture Workflow description: Never leave a lead waiting.Never leave a lead waiting. Set up a lead nurture workflow in Pabau to automatically send a personalised acknowledgement email the moment a new enquiry comes in. --- [Skip to content](https://support.pabau.com/en/pabau2/how-to-set-up-a-lead-nurture-workflow#main-content) [![pabau logo white](https://support.pabau.com/hubfs/pabau%20logo%20white.svg)](https://support.pabau.com/en/pabau2?hsLang=en) Open main navigation Close main navigation - [Get Support](https://pabau.com/support-center/) [Get Support](https://pabau.com/support-center/) Pabau Knowledge Base - There are no suggestions because the search field is empty. 1. [Pabau Knowledge Base](https://support.pabau.com/en/pabau2?hsLang=en) 2. [Marketing](https://support.pabau.com/en/pabau2/marketing?hsLang=en) 3. [Workflows](https://support.pabau.com/en/pabau2/marketing?hsLang=en#workflows) # How to Set Up a Lead Nurture Workflow ## A lead nurture workflow automatically sends a personalised acknowledgement email the moment a new lead is created in Pabau. It ensures every enquiry gets an immediate response - without anyone on your team having to follow up manually. #### **Step 1: Navigate to Workflows** Log into your Pabau account at [app.pabau.com](http://app.pabau.com). In the left sidebar, go to **Marketing**, then click **Workflow**. In the top right corner, click **Create Workflow**, then select **Start from Scratch**. ![](https://support.pabau.com/hs-fs/hubfs/image-png-Jun-18-2026-09-23-49-0712-AM.png?width=524&height=267&name=image-png-Jun-18-2026-09-23-49-0712-AM.png) #### **Step 2: Select the Leads: Created Trigger** The right sidebar will open prompting you to choose a trigger. Select **Leads**. ![](https://support.pabau.com/hs-fs/hubfs/image-png-Jun-18-2026-09-24-38-5126-AM.png?width=2936&height=1496&name=image-png-Jun-18-2026-09-24-38-5126-AM.png) From the activity options below, select **Created** - this fires the workflow the moment a new lead is created in Pabau, whether via Connect, the API, or manually. ![](https://support.pabau.com/hs-fs/hubfs/image-png-Jun-18-2026-09-25-24-4938-AM.png?width=2936&height=1496&name=image-png-Jun-18-2026-09-25-24-4938-AM.png) The trigger saves automatically and the **Create** panel opens. #### **Step 3: Add a Send Email Action** From the **Create** panel, select **Action**, then navigate to **Actions in Pabau → Communication → Send Email** and click **Continue**. ![](https://support.pabau.com/hs-fs/hubfs/image-png-Jun-18-2026-09-26-39-6819-AM.png?width=598&height=305&name=image-png-Jun-18-2026-09-26-39-6819-AM.png) You will see the **Configure Action - Send Email** screen listing the default fields. Click **Continue**. Fill in the four required fields: **To** - select **Lead email (trigger)** from the dropdown. This dynamically addresses the email to the lead that was just created. **From** - select your clinic's sender address from the **Other** section. **Subject** - type your subject line, for example: **\[Lead first name\] - Thanks for getting in touch** **Message** - write your acknowledgement message. Click **Insert** in the toolbar to add merge tags. A simple example: *Hi \[Lead first name\],* *Thank you for your enquiry — we're glad you reached out.* *A member of our team will be in touch with you shortly to discuss how we can help.* *In the meantime, feel free to browse our services or book a consultation online.* *\[Booking URL\]* *\[User full name\]* ![](https://support.pabau.com/hs-fs/hubfs/image-png-Jun-18-2026-09-28-58-2560-AM.png?width=2936&height=1496&name=image-png-Jun-18-2026-09-28-58-2560-AM.png) Click **Save Action**. The action will appear as step 2 on the canvas. ![](https://support.pabau.com/hs-fs/hubfs/image-png-Jun-18-2026-09-29-27-9442-AM.png?width=2936&height=1496&name=image-png-Jun-18-2026-09-29-27-9442-AM.png) #### **Step 4: Test and Activate** Click **Test Workflow** in the top right corner. Open the **Run History** tab to confirm the trigger fired correctly and the Send Email action completed with a **Success** status. ![](https://support.pabau.com/hs-fs/hubfs/image-png-Jun-18-2026-09-30-27-3194-AM.png?width=578&height=295&name=image-png-Jun-18-2026-09-30-27-3194-AM.png) When you're satisfied, switch the toggle from **Draft** to **Publish** and click **Save**. ![](https://support.pabau.com/hs-fs/hubfs/image-png-Jun-18-2026-09-31-14-5809-AM.png?width=523&height=267&name=image-png-Jun-18-2026-09-31-14-5809-AM.png) The workflow is now live. Every time a new lead is created, your acknowledgement email will go out automatically - instantly. --- For **[more guides](https://support.pabau.com/en/pabau2?hsLang=en)**, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account. Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the **[Pabau Academy](http://academy.pabau.com/courses)**. 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