Migrating from Follow-Up Sequences

If you have been using the original Follow-Up Sequences system (speed-to-lead, estimate follow-up, post-job), you can migrate them to the new automation engine. The migration preserves your existing steps, timing, and active enrollments.

What Gets Migrated

The migration tool converts each of your follow-up sequences into a new workflow:

For each sequence:

• Steps are converted to workflow steps. SMS steps become Send SMS, email steps become Send Email, and auto-dial steps become Make Call.
• Delays between steps are converted to Delay steps.
• Active enrollments are converted to workflow runs in "Waiting" status so contacts continue where they left off.
• The old sequence is deactivated after successful migration to prevent double-sending.

Migrated call-based steps now stay active in the new engine. After migration, review the workspace Phone / Voice provider settings before you activate any workflow that uses Make Call or Leave Voicemail.

How to Migrate

Migration is available to account owners only.

1. Go to More > Automations
2. If you have existing sequences that have not been migrated, you will see a migration prompt
3. Click Migrate Sequences
4. The system processes each sequence and reports results: how many were migrated, skipped, or had errors

The migration is idempotent. If a workflow with the same name already exists, that sequence is skipped. You can safely run it multiple times.

After Migration

Once your sequences are migrated:

1. Review each new workflow in the Automations list. Open them to verify the steps and messages look correct.
2. Activate the workflows when you are satisfied. Migrated workflows start in Draft status.
3. Check active enrollments. Contacts who were mid-sequence will continue from where they were as Waiting runs.
4. The old sequences are disabled. You do not need to manually turn them off.

Do I Have to Migrate?

No. The old Follow-Up Sequences system continues to work for existing sequences. However, new automations should be built using the new engine. When you activate a new-engine workflow on Lead Created, Estimate Sent, or Job Completed, CE Pro prefers the new automation engine for that trigger so customers do not get duplicate outreach from both systems. The new system offers:

• More trigger types
• Branching logic
• More action types (tasks, tags, XP, webhooks)
• Visual builder
• Better run history and analytics

We recommend migrating when you are ready. There is no deadline or forced migration.

Troubleshooting

Some steps look different after migration

The migration maps channels to the closest step type. If you had a "both" step (sending SMS and email together), it becomes two separate steps -- one Send SMS and one Send Email. The content and timing are preserved.

Active enrollments are showing as "Waiting"

This is expected. Contacts who were mid-sequence are converted to Waiting runs. They will resume execution when their next delay expires, just as they would have in the old system.

A sequence was skipped

If a workflow with the same name and organization already exists, the migration skips that sequence to avoid duplicates. If you want to re-migrate, delete or rename the existing workflow first.