Sequences & Automation

Outcomes drive the next step automatically

Build multi-channel sequences that combine calls, emails, and texts on a schedule. When a call connects or a sequence completes, the next action fires automatically — no manual decisions, no dropped follow-ups.

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3 channels

Calls, emails, texts

Outcome-driven

Triggers fire automatically

Zero manual work

Sequences chain together

Sequence Builder Active

Cold Outreach — Enterprise

7 steps · 14 days · 234 contacts enrolled

Call

Day 1

Initial cold call · Use intro script

Day 2

Intro email · Company value prop

Text

Day 4

Quick check-in · Link to case study

Call

Day 7

Follow-up call · Reference email

Day 10

Breakup email · Last chance CTA

Visual sequence builder

Build your cadence in minutes

Add steps, set timing, and launch. Each sequence is a straight-line path — Day 1 call, Day 2 email, Day 4 text — so reps always know exactly what's coming and when.

No flowchart complexity. Just a clear timeline of touchpoints that run on autopilot. Emails and texts fire automatically. Call steps land in your rep's daily queue.

Simple by design: Each contact follows the same step-by-step path. The intelligence lives in what happens when the sequence ends — not in branching logic within it.

Multi-channel steps

Calls, emails, and texts in one cadence

Mix step types within a single sequence. Automated emails and texts fire on schedule. Call steps get queued into your rep's daily action list so they're dialing at the right time — not trying to remember who needs a follow-up.

Every touchpoint is logged to the contact timeline. Your reps focus on the conversation, and Symbo handles the cadence.

How it works: Emails and texts send automatically. Calls are queued as tasks — when a call step is due, it appears in the rep's prospecting flow ready to dial.

Step Types

Call Step

Queued in rep's daily action list when due

Manual

Email Step

Sent automatically on schedule · Merge fields · Templates

Auto

Text Step

Sent automatically · 10DLC compliant · Logged to timeline

Auto

Timing respects business hours and contact time zone

Outcome Triggers

When sequence ends

Cold Outreach — Enterprise

Connected

End sequence → Start Nurture Cadence

No Answer (sequence completed)

End sequence → Start Re-engagement Drip

Voicemail

Send follow-up email automatically

Meeting Booked

End all sequences → Start Pre-Meeting Prep

Outcome triggers

Outcomes decide what happens next

When a call connects, a prospect goes to voicemail, or a sequence finishes all its steps — the outcome automatically determines the next move. End one sequence, start another. No rep decision required.

This is how you build multi-stage outreach without the complexity of a workflow engine. Each sequence stays simple. The chaining between them handles the logic.

Example: Cold outreach sequence ends with "No Answer" after 5 attempts → automatically enrolls the contact in a 30-day re-engagement drip.

Capabilities

Everything you need to run sequences

A straightforward sequence builder with outcome-based automation. Simple to set up, powerful enough for multi-stage outreach.

Multi-Channel Sequences

Build sequences that combine calls, emails, and texts over days or weeks. Each step fires on schedule so your reps never have to remember what's next.

Visual Sequence Builder

Drag steps into a linear timeline, set delays between them, and preview the full cadence before you launch. No code, no complexity.

Outcome-Based Triggers

Call outcomes and sequence completions automatically fire the next action. Connected? End the sequence. Voicemail? Send a follow-up email.

Sequence Chaining

When one sequence ends, start another based on the outcome. Move prospects from cold outreach to nurture to re-engagement without manual work.

Scheduled Timing

Set delays between steps in hours or days. Symbo respects business hours and time zones so your emails and calls land at the right time.

Email Tracking

Know when prospects open your emails and click your links. Open and click data is logged to the contact timeline and visible in sequence reporting.

FAQ

Sequences & Automation Questions

How is a sequence different from a workflow?

A sequence is a linear series of steps — calls, emails, texts — that run on a schedule for a specific contact. Think of it as a cadence. Outcomes from sequences (like a call that connects or a sequence that completes) can trigger the next sequence automatically through outcome-based chaining.

Can sequences include calls, not just emails?

Yes. Symbo sequences support calls, emails, and texts as step types. When a call step comes up, it's added to the rep's daily action queue. Emails and texts fire automatically on schedule.

What happens when a prospect answers during a sequence?

The call outcome drives what happens next. If the rep marks the call as 'Connected,' the sequence ends and can automatically start a different sequence (like a nurture cadence). If it's 'No Answer,' the sequence continues to the next step.

Can I chain sequences together?

Yes. When a sequence ends — either because it completed all steps or because a call outcome ended it early — you can automatically enroll the contact in a different sequence based on that outcome. This lets you build multi-stage outreach without manual handoffs.

Does Symbo support branching logic within a sequence?

Sequences in Symbo are linear — each contact follows the same step-by-step path. The branching happens between sequences: outcomes determine which sequence a contact moves to next. This keeps individual sequences simple and predictable while still allowing sophisticated multi-stage outreach.

Can I personalize emails in a sequence?

Yes. Sequence emails support merge fields for contact data (name, company, title, custom fields) and you can use email templates or write custom copy for each step. Reps can also review and edit emails before they send if you enable manual review on a step.

Ready to automate your outreach?

Let outcomes drive your follow-ups

Build sequences in minutes. Let call outcomes handle the rest.

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