Features/Pipeline & CRM/Email Automation
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Email Automation

Email Automation in APEX connects your ad campaigns directly to email sequences without a third-party ESP integration maze. Define triggers based on ad events — a new lead from a specific campaign, a form completion, a purchase — and APEX fires the right email sequence immediately. Sequences are built inside APEX with Wanda-generated copy.

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How it works

STEP 01
Define the trigger
Choose the event: new lead from campaign X, stage change to Qualified, purchase over $Y, or any custom webhook event.
STEP 02
Build the sequence
Create a sequence of emails with delays — email 1 immediately, email 2 in 24 hours, email 3 in 3 days. Wanda can draft the copy for each step.
STEP 03
Personalization tokens
Every email can include lead name, source campaign, offer name, and any custom field from the lead record. Dynamic content per recipient.
STEP 04
Performance tracking
Open rate, click rate, and unsubscribe rate tracked per sequence and per email. Know which follow-up messages are working and which to cut.

Use cases

1
Lead nurture from cold traffic
Cold traffic leads need warming. Trigger a 5-email nurture sequence for every new Meta lead that does not book a call within 24 hours. Convert leads that would otherwise go cold.
2
Post-purchase upsell sequence
Connect Shopify. Every purchase triggers an email sequence: thank you → product education → upsell offer → review request. Fully automated from ad click to repeat buyer.
3
Re-engagement for dead leads
Every 30 days, APEX identifies leads that haven't been contacted in a pipeline for 21+ days and triggers a re-engagement email automatically.

Also in Pipeline & CRM

Lead Pipeline
Leads flow from ad click directly into your built-in CRM. Kanban view with stage tracking, notes, and automated follow-up sequences.
GHL Sync
Two-way sync with GoHighLevel. Leads, contacts, and pipeline stages stay in sync automatically — no Zapier needed.
SMS Automation
Send SMS follow-ups triggered by campaign events. Powered by Twilio. Full opt-out compliance built in.

Ready to use Email Automation?

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