Turn Repetitive Outreach Tasks Into Automations.
Connect your campaigns, leads, replies, follow-ups and team workflows so the right action happens automatically.
- Visual builder
- Real product events
- Full run history
Your team shouldn't have to remember every next step.
Most outbound process failures are not strategy problems — they are someone forgetting a click.
Follow-ups get forgotten
A prospect replies on Friday, nobody picks it up, and the thread is cold by Monday.
Leads sit without action
A lead changes status and nothing happens — no owner, no tag, no task, no next step.
Teams repeat the same manual tasks
Stop the sequence, tag the lead, assign a rep, create a task. The same five clicks, every single reply.
Trigger, conditions, actions — and what actually ran
Name, trigger, conditions, actions, delay, active state, test controls and execution history in one screen.
Positive reply routing
Positive reply detected
Only for campaign: Q4 Outbound — SaaS Founders
Lead status is not Customer
Field: lead.status · Operator: is not · Value: customer
Stop campaign follow-ups
Add tag “interested”
Assign owner — Sarah K.
Wait until business hours
Create task — “Follow up on reply”
How automations work
Choose a trigger
Pick the event that starts the workflow — a reply, a bounce, a status change, a booked meeting. Trigger filters let you scope it to one campaign.
Add conditions
Conditions read live lead, campaign and engagement data. If they don't match, the run follows the else branch instead of acting.
Choose an action
Stack as many actions as you need — update the lead, move the CRM stage, assign an owner, create a task, notify the team.
Let MunchReach execute it
Runs are queued per event and processed by the backend worker, with waits resuming on schedule and every step logged.
Automation triggers
Events that already exist in the product — nothing invented.
Lead added
LeadsA lead is created or imported into the workspace.
Lead enters campaign
CampaignsA lead is enrolled as a campaign recipient.
Email sent
EmailA campaign email is accepted by the sending provider.
Email delivered
EmailThe provider confirms delivery to the recipient.
Email bounced
EmailThe provider reports a bounce for that address.
Lead replied
InboxA real inbound reply lands in the Unified Inbox.
Positive reply detected
InboxAn inbound reply is classified as interested.
Lead status changed
LeadsA lead's status field changes value.
CRM stage changed
CRMA contact moves to another pipeline stage.
Meeting booked
MeetingsA Calendly booking webhook is received.
Campaign completed
CampaignsA campaign finishes its sequence.
Webhook received
WebhooksA signed request hits this automation's own endpoint.
Actions
What an automation is allowed to do once its conditions match.
Update lead field
CRMWrite a value to an editable field such as status, industry or deal value.
Move CRM stage
CRMMove the contact in the real pipeline and log the change.
Add or remove tag
CRMKeep segments accurate without touching the lead by hand.
Assign owner
CRMGive a workspace member the contact so it has a clear next owner.
Create task
CRMCreate a real CRM task with a title and a due date in days.
Stop campaign follow-ups
CampaignsCancel every pending and scheduled email for that lead.
Add or remove from campaign
CampaignsEnrol a lead in a sequence, or pull them out of one.
Notify the team
NotificationsSend an in-app notification, or a Slack message through the connected integration.
Wait
FlowPause the run for minutes, hours, days, until a time, or until business hours.
Real workflows
Positive reply routing
- 1Trigger: positive reply detected
- 2Condition: lead status is not Customer
- 3Action: stop campaign follow-ups
- 4Action: add tag “interested”
- 5Action: assign owner to a sales rep
- 6Action: create task “Follow up on reply”, due in 1 day
Stops the sequence talking over a live conversation and gives the reply an owner.
No-response nudge
- 1Trigger: email delivered
- 2Wait: 3 days
- 3Condition: lead has not replied
- 4Action: add lead to the follow-up campaign
The wait is stored with a resume time, so the run survives restarts and deploys.
Lead qualification
- 1Trigger: lead status changed
- 2Condition: status is Qualified
- 3Action: add tag “qualified”
- 4Action: assign owner
- 5Action: create task “Book intro call”
Every qualified lead leaves with a tag, an owner and a scheduled next step.
Agency client routing
- 1Trigger: lead replied
- 2Condition: campaign is the client's campaign
- 3Action: assign the account's team member as owner
- 4Action: create a follow-up task
- 5Action: send a Slack notification to the client channel
Automations are scoped to a workspace, so each client's routing stays separate.
Why automation matters
A reply gets an owner before anyone opens the inbox
The moment a reply is classified positive, follow-ups stop, the lead is tagged and assigned, and a task lands on the rep's list.
- No waiting for someone to notice the reply
- Queued follow-ups cancel so the sequence stops talking over the conversation
- Slack or in-app notification tells the team it happened
Positive reply routing
Positive reply detected
Only for campaign: Q4 Outbound — SaaS Founders
Lead status is not Customer
Field: lead.status · Operator: is not · Value: customer
Stop campaign follow-ups
Add tag “interested”
Assign owner — Sarah K.
Wait until business hours
Create task — “Follow up on reply”
Status changes always carry the same consequences
When a lead's status or CRM stage changes, the tags, owner and tasks that should follow are applied the same way every time.
- Tags applied consistently, not from memory
- Owner set so no record is unassigned
- Activity written to the contact's timeline
Pick the event
Lead repliedChoose from real product events — a lead is added, an email is sent, delivered or bounced, a reply lands, a status changes, a meeting is booked.
Narrow it down
Reply is positiveConditions read live lead, campaign and engagement fields with plain operators like is, is not, contains and is empty.
Do the work
Assign owner + create taskPick actions from a list. No code, no scripting — each action names exactly what it changes.
Reduce repetitive work
Stopping follow-ups, tagging, assigning and creating a task is five manual actions per reply. Built once as an automation, it happens on every reply without anyone touching it — and the run history shows exactly what was done.
Before and after
Without automation
- Manually checking the inbox for replies worth acting on
- Manually updating status, tags and owners
- Missed actions when someone is busy or away
- Process that only exists in one person's head
With MunchReach
- A real product event starts the workflow
- Conditions decide whether it should act
- Actions run automatically, in order
- Every run logged with its result
Build it the way you'd say it
WHEN this happens, IF this is true, THEN do these things.
Pick the event
Lead repliedChoose from real product events — a lead is added, an email is sent, delivered or bounced, a reply lands, a status changes, a meeting is booked.
Narrow it down
Reply is positiveConditions read live lead, campaign and engagement fields with plain operators like is, is not, contains and is empty.
Do the work
Assign owner + create taskPick actions from a list. No code, no scripting — each action names exactly what it changes.
What you get
Visual automation builder
Build WHEN → IF → THEN from dropdowns, no scripting.
Triggers
Real lead, campaign, email, inbox, CRM and meeting events.
Conditions
Live lead and campaign fields with plain operators.
Actions
Update, tag, assign, enrol, notify, webhook, end.
Delays
Wait minutes, hours, days, until a time, or until business hours.
Lead workflows
Route a lead from reply through to a scheduled next step.
Team assignments
Assign a workspace member as owner automatically.
Execution visibility
Run history with each step's status, result and error.
Who it's for
Sales teams
Replies land while reps are in calls and follow-ups slip.
Every reply is tagged, assigned and tasked automatically.
Agencies
Several clients, each with their own routing and owners.
Workspace-scoped automations keep client workflows separate.
Growing outbound teams
Process lives in someone's head and breaks when they're away.
The process is built once and runs the same way every time.
Details that matter
Active / inactive state
Turn an automation off without deleting it or losing its history.
Trigger filters
Scope a trigger to a single campaign so unrelated events don't start the run.
Branching
Conditions send the run down a true or else path, so one automation handles both outcomes.
Durable waits
Waits are stored with a resume time and picked up by the backend worker.
Run history
Each run logs its trigger, steps, statuses and errors for review.
Signed webhooks
Send the run context to your own endpoint with an HMAC signature header.
Frequently Asked Questions
Everything you need to know about MunchReach.
Build the workflow once. Let MunchReach handle the repetitive work.
Pick a trigger, add your conditions, choose the actions, and turn it on.