Leads and calls

Follow up with every new lead automatically

Turn on three short follow-up emails to every new lead who left an email address: right away, the next day and on day 3. A reply, a mark on the Leads tab or STOP ends them.

2 min read · Updated November 6, 2026

#What it does

When it is on, every new lead who leaves an email address gets three short emails from your business: one right away, one the next day and one on day 3. Each is written for that lead, from what they asked and what your website and Settings say about your business. They are signed as the team at your business and go out with your business's name as the sender.

They are written not to promise a price, an opening, a discount or a guarantee your business has not given. Each one ends with a line telling the person they can reply STOP.

#Turn it on

Only the account owner or an admin can turn it on or off. It covers leads that arrive after you turn it on, not the ones already on your list.

  1. Open Settings and find the card Follow up with every new lead.
  2. Press Turn on. You see On. Every new lead gets a follow-up within 10 minutes.

#What ends the emails

  1. The lead replies. Their reply is emailed to the account owner, and no more follow-ups go to them.
  2. Anyone on your team marks the lead on the Leads tab, for example as contacted, won or not a lead.
  3. The lead replies STOP.
TipLeads that were sales pitches, leads that said they are outside your service area and leads already marked on the Leads tab never get the emails.

#See who is being followed up

The card lists your newest leads in the follow-up, with how many of the three emails have gone out and where each one stands: Following up, Replied, Stopped with the reason, or All 3 sent.

#Turn it off

Press Turn off on the card. You see Off. No more follow-ups go out. Every follow-up still in progress stops at once.

#Questions

Does a lead with only a phone number get the emails?

No. The follow-up goes only to leads who left an email address.

Where do replies go?

Each reply is emailed to the account owner, with the person's address so you can write back. The follow-up to that person stops.

Will a lead get the emails after we have already called them?

Not once you mark them on the Leads tab. Any mark, such as contacted, ends the follow-up.

Is this the same as the new-lead email I get?

No. That email tells you about a new lead. This one writes to the lead. See Get an email for every new lead.

Related articles

Get an email for every new leadWho gets the new-lead email, what it contains, which leads send one and why you might not see it.Mark a lead as contacted, quoted, won or lostRecord what happened to each lead from its row on the Leads tab, add a reason when one is lost, and see which leads are still waiting.Mark spam and messages that are not real leadsRemove spam from your lead list in one click, flag existing customers or wrong numbers as not a lead, and undo a mark.Tell TruLata about your business in SettingsFill in About your business on Settings: your website, what you do, where, for whom, how you sound and the searches you want to win.Send your website's form to the Leads tabPoint your own website's contact form at TruLata so every message lands on the Leads tab, with the page it came from.
Still stuck?

Ask Addy in your dashboard. She answers from your own numbers, does the job for you, or opens a ticket for a person. Or email support@trulata.com and a person on our team replies.

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