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WORKFLOW AUTOMATIONS

Put The Repetitive Stuff On Autopilot.

Build workflows that keep your marketing, follow-up and everyday business tasks moving automatically.

From new leads to customer follow-up, OBMHub helps you connect the steps so your team spends less time doing the same things over and over.

OBMHub / Workflows
WORKFLOW New Lead Follow-Up
TRIGGER
+
New Lead Form submitted
ACTION
✉
Send Email Welcome message
ACTION
◷
Wait 1 Day Then continue
ACTION
✓
Follow Up Automatically
Workflow active Running automatically
BUILD IT ONCE. LET IT KEEP MOVING.

Automate The Work That Shouldn't Need You.

Connect triggers and actions to keep leads, customers and everyday tasks moving without constant manual follow-up.

01

Lead Follow-Up

Respond to new enquiries, send follow-ups and keep prospects moving without chasing every lead manually.

02

Customer Communication

Trigger emails, SMS and reminders based on what your customers actually do.

03

Appointments

Send confirmations, reminders and follow-ups around bookings without adding more admin to your day.

04

Email + SMS

Build automated communication sequences across the channels your customers already use.

05

Internal Tasks

Create tasks and notifications automatically so your team knows exactly what needs attention.

06

Business Processes

Connect the small repetitive steps behind your customer journey into one consistent process.

AUTOMATION WITHOUT THE CHAOS

When This Happens, Do That.

That's the basic idea.

Choose what starts your workflow, decide what should happen next and let OBMHub take care of the repetitive steps.

01
Choose a trigger A lead submits a form, books or takes another action.
02
Add your actions Send messages, update records, create tasks and more.
03
Let it run The workflow handles the process consistently.
WORKFLOW BUILDER Appointment Follow-Up
ACTIVE
TRIGGER
◷
Appointment booked Workflow begins
ACTION
✉
Send confirmation Email immediately
WAIT
⏱
Wait until tomorrow 9:00 AM
ACTION
✓
Send reminder SMS message
SMS Messages
CRM Updates
TASKS Actions
OBMHub AUTOMATIONS
ONE WORKFLOW. MULTIPLE CHANNELS.

Connect The Steps Across Your Business.

A customer journey rarely happens in one place. Your automations don't have to either.

Combine communication, CRM updates, internal tasks and follow-up into workflows that keep everything moving together.

  • Email follow-up
  • SMS communication
  • CRM updates
  • Internal notifications
  • Task creation
WHAT DOES THAT ACTUALLY LOOK LIKE?

Automations For The Things You Do Every Day.

WHEN A new lead comes in
→
OBMHUB CAN Reply, notify your team + start follow-up
WHEN Someone books an appointment
→
OBMHUB CAN Confirm it + send reminders automatically
WHEN A customer completes a service
→
OBMHUB CAN Send follow-up + request a review
WHEN A lead stops responding
→
OBMHUB CAN Keep following up so they aren't forgotten
WHEN Something needs your team's attention
→
OBMHUB CAN Create a task + alert the right person
CONNECT YOUR TOOLS

Your Automations Don't Have To Live In A Bubble.

Connect OBMHub with the tools already involved in your business and build workflows across your tech stack.

Google Workspace + Business
Stripe Payments
Shopify Ecommerce
Slack Team Communication
Zapier App Connections
Facebook Lead + Messaging Tools
QuickBooks Accounting
+ More Connect Your Stack
THE SOFTWARE IS ONLY HALF OF IT

Build Better Automations With Support Behind You.

You don't have to become an automation expert before you can start putting OBMHub to work.

01

Live Masterclasses

Learn how to put the platform to work in your business.

02

Working Bees

Build alongside the team instead of figuring it out alone.

03

Ask Chantal AI

Get marketing guidance when you're unsure what comes next.

04

Personal Onboarding

Get help setting things up properly from the beginning.

05

Private Community

Learn alongside other business owners using the platform.

06

Live Support

Talk to real humans when something isn't working.

SEE BEHIND THE SCENES

See OBMHub Automations In Action.

Take a look inside the workflow builder and see how triggers, actions and follow-up can work together behind the scenes.

WATCH THE DEMO

Workflow Automations

Simplify Business By Automating Tasks

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© 2026 OBMHub.

All Rights Reserved

© 2026 OBMHub. All Rights Reserved