Automate the
entire follow-up process

Workflows automate a single action triggered by a business event like a field update, a new record, or an email received. Sequences automate a series of follow-up actions over time, adapting based on how the contact responds at each step. Use Workflows for one-time process automation and Sequences for ongoing customer engagement.

Sequences can be created for Team Pipelines and Contacts modules.

Sequences are available on Bigin Premier and Bigin 360. Premier supports up to 20 active sequences with 20 actions each. Bigin 360 supports up to 40 active sequences with 40 actions each.

You can enroll records manually from a record's detail page or in bulk from the list view (up to 100 records at a time). For custom view-based sequences, records are enrolled automatically when they meet the view criteria.

Yes. A single record can be enrolled in up to five sequences simultaneously.

Editing a published sequence creates a draft version. The live sequence continues running for already-enrolled records without interruption. Once your changes are ready, click Republish to make the updated version active.

Only records sitting on a follow-up that was directly modified are affected. They are automatically unenrolled from that step and must be restarted. Records on unmodified follow-ups continue without interruption.

Yes. You can configure auto-unenrollment when a reply is received on any email in the sequence, when a specific date is reached, or when the record no longer matches the custom view criteria.

Email, task, and call. Note: call follow-ups are only available for the Contacts module, not Team Pipelines.

No. For the Replied condition to work, the Reply To address must be IMAP-synced in Bigin. Without IMAP sync, replies cannot be detected and the sequence will not branch based on responses.

Yes. Emails sent through Sequences count toward your organization's Automation Emails sending limit.

Yes. For stopped or failed records, you can Resume (continue from where it stopped) or Restart (begin from the first follow-up). For completed records, only Restart is available. Note: re-enrollment is currently supported only for manually enrolled sequences.

Yes. Cloning copies all follow-ups and settings into a new draft. Note: you cannot change the module when cloning. The cloned sequence must be for the same module as the original.

From the Sequence configuration page, click View Reports. You can switch between Follow-up View (stats on the sequence tree) and Report View (aggregate numbers broken down by emails, tasks, and calls, with date range filters).

Yes. Smart filters let you find records based on their participation in a sequence, whether currently enrolled, completed, or those who responded to a specific follow-up.