---
title: "How do I set up an ACA lead follow-up automation?"
description: "Create a workflow triggered by New contact where source equals your ACA lead vendor. Add an immediate text, a call task, and a two-day email sequence, and exit the workflow the moment the client replies or an application is submitted."
url: https://unlockedcrm.ai/help/automations-workflows/how-do-i-set-up-an-aca-lead-follow-up-automation
canonical: https://unlockedcrm.ai/help/automations-workflows/how-do-i-set-up-an-aca-lead-follow-up-automation
category: "Automations & Workflows"
updated: 2026-08-19
last_updated: 2026-08-19
author: "unLocked CRM"
publisher: unLocked CRM
summary: "Create a workflow triggered by New contact where source equals your ACA lead vendor."
license: Citation permitted with attribution and a link to https://unlockedcrm.ai/help/automations-workflows/how-do-i-set-up-an-aca-lead-follow-up-automation
---

# How do I set up an ACA lead follow-up automation?

Create a workflow triggered by New contact where source equals your ACA lead vendor. Add an immediate text, a call task, and a two-day email sequence, and exit the workflow the moment the client replies or an application is submitted.

## Build the ACA follow-up sequence

1. Open Automations → New workflow and set the trigger to New contact with tag ACA.
2. Step 1 — send an SMS within two minutes introducing the agent by name.
3. Step 2 — create a call task for the assigned producer.
4. Step 3 — after 20 minutes with no reply, send a subsidy-estimate email.
5. Steps 4–6 — space follow-ups over days 2, 4, and 7.
6. Add exit conditions: replied, appointment booked, or application submitted.

## Compliance guardrails

- Respect business hours and the contact's time zone.
- Include opt-out language in the first SMS.
- Suppress contacts carrying a do-not-contact tag.

### What is a realistic cadence?

Six to eight touches across the first 10 days across text, call, and email captures most of the available contact rate.

## Related

- https://unlockedcrm.ai/help/automations-workflows/how-do-i-build-an-automation-from-a-plain-english-prompt.md
- https://unlockedcrm.ai/help/automations-workflows/how-do-i-automate-policy-renewal-reminders.md
- https://unlockedcrm.ai/help/automations-workflows/how-do-i-stay-tcpa-compliant-when-texting-clients.md

---

Source: [How do I set up an ACA lead follow-up automation?](https://unlockedcrm.ai/help/automations-workflows/how-do-i-set-up-an-aca-lead-follow-up-automation) — unLocked CRM Help Center. Citation permitted with attribution.