---
title: "To-Do: Setup Automated CRM Workflows"
description: "To-Do: Setup Automated CRM Workflows"
url: https://help.mplannerpro.com/en/articles/60-to-do-setup-automated-crm-workflows
collection: "ToDos"
updated: 2026-10-27
language: en
---

# To-Do: Setup Automated CRM Workflows

To-Do: Setup Automated CRM Workflows

![](https://staticfiles.gleap.io/gattachments/GEvN2MMkS6lL3feXBhBFcNNx3zkiHETCrbuwMNccxsDv5mjDUT9xRP09wDjyXzUTrshuqCrgd06.png)

## The Plan

This task sets up two automated workflows inside your existing CRM: Form Lead Follow-Up and Review Generation. These automations ensure every incoming form lead receives an immediate response and every completed job generates a review request — without any manual effort.

## Why This Matters

Speed and consistency are the two biggest factors in converting leads and building reputation. Automated workflows eliminate delayed follow-up by responding to every form submission instantly via email and SMS. The review generation workflow maintains a consistent pipeline of new online reviews, which directly supports local search visibility and conversion rates.

## Required Fields

### CRM Admin Invite

The team must be added as an Admin User inside your CRM to build and deploy the automations. Send an admin invite from inside your CRM to:

**Name:** Mplanner

**Email:** [crm@mplannerpro.com](mailto:crm@mplannerpro.com)

After sending the invite, confirm by clicking the 'Mark as Sent' button on the To-Do form.

### Review Generation — Status Trigger

**Status Trigger:** The CRM deal or contact status that triggers the review request. This should be the status that indicates the job is fully completed. Examples: Won, Paid, Completed. Multiple statuses can be entered.

### Review Generation — Delay (Days)

**Delay (Days):** Days to wait after the status trigger before sending the review request. Default is 0. Set a delay when there is a gap between the status change and job completion. Example: payment received today for a job taking two weeks — set a delay of 14 days.

Form Lead Notifications

**Recipients:** Email address(es) of team members who should be notified when a new form lead arrives. This is for the person responsible for following up on form submissions.

Lead List / Folder

**Lead List / Folder:** The specific list, folder, or pipeline inside your CRM where new leads should be pushed. Example: 'Inbound Leads > Marketing'.

### Additional Notes

**Additional Notes:** Any other instructions the platform should know when setting up the automations. Optional.

## What Happens Next

Once you provide admin access to your CRM, the team configures and deploys the two automated workflows — instant form-lead reply and review request after a completed job. Performance data then begins appearing in the Reporting section of your Customer Hub.

## Frequently Asked Questions

### Which CRM does the platform integrate with?

The platform integrates with your existing CRM — whichever platform your business already uses. No specific CRM is required.

### What if I don't have a CRM?

If you don't currently have a CRM, the Gap Analysis will identify this and the team will recommend its own CRM product, HubOne, as part of your plan. See the Setup CRM HubOne To-Do for more details.

### What is the difference between Form Lead Notifications here and the Lead Notification Preferences To-Do?

Form Lead Notifications in this To-Do specifies which team members receive an internal operational alert when a form lead arrives. The Lead Notification Preferences To-Do controls whether you personally receive an email or SMS alert every time any lead is generated.