How is this different from Zapier or Make?

Zapier moves data between apps. Legion writes and sends the actual messages, holds live conversations, books meetings, and adapts the sequence based on how each lead replies — all inside one CRM.

Do I need to write the copy?

No. Legion generates initial sequences from a short prompt about your business, then lets you edit any step. Every message is rewritten per-lead at send time using their name, source, and prior responses.

Can it stop when a lead replies?

Yes — replies on any channel pause the sequence and route the lead to a human, another AI agent, or a booking flow, based on rules you set.

Which channels does it support?

SMS, email, outbound voice calls, Instagram DMs, and webhooks to anything else you use. WhatsApp and Facebook Messenger are on the roadmap.

How long to get a workflow live?

Most customers ship their first sequence in under an hour using our templates. Custom flows with AI decision branches typically take a day or two.

AI Automation for Sales & Follow-Up

TL;DR

Legion's AI Automation runs your entire follow-up game: multi-channel drips across SMS, email, Instagram DM, and voice — triggered by lead source, stage, and behavior. Set it once, and every lead gets a personalized nurture without a human touching the CRM.

80% of sales require 5+ follow-ups, but the average SMB gives up after 2. Legion's automation engine closes that gap with AI-written, personalized sequences that adapt to how each lead responds — across every channel your prospects actually use.

Why teams choose Legion AI

Multi-channel by default

SMS, email, Instagram DM, and voice callbacks all in one workflow — not five disconnected tools.

AI-personalized messages

Each touch is rewritten for the lead's source, industry, and last response — no more copy-paste blasts.

Trigger on any event

New lead, abandoned form, missed call, no-show, birthday, last-purchase date — anything.

Visual workflow builder

Drag-and-drop branches with AI decision nodes. No Zapier stack, no engineering.

Common use cases

Speed-to-lead: SMS + email + call within 5 minutes of a new lead
Abandoned-form recovery sequences
No-show rebooking drips for medspas, salons, and clinics
Instagram DM auto-replies that route qualified leads to booking
Reactivation campaigns on cold CRM lists
Post-purchase upsell and review-request flows

Playbooks & guides on AI Automation

5 Critical MedSpa Growth Killers (And How to Fix Them with AI)

Running a luxury Medical Spa means balancing high-end clinical results with a seamless, high-touch guest experience. As you scale, manual processes lead to revenue leaks—empty chairs, forgotten follow-ups, and fragmented data. Here are the 5 most common problems and how to solve them.

Read

By industry

Med Spas Real Estate Beauty Salons Gyms & Fitness Home Services

Frequently asked questions

How is this different from Zapier or Make?: Zapier moves data between apps. Legion writes and sends the actual messages, holds live conversations, books meetings, and adapts the sequence based on how each lead replies — all inside one CRM.
Do I need to write the copy?: No. Legion generates initial sequences from a short prompt about your business, then lets you edit any step. Every message is rewritten per-lead at send time using their name, source, and prior responses.
Can it stop when a lead replies?: Yes — replies on any channel pause the sequence and route the lead to a human, another AI agent, or a booking flow, based on rules you set.
Which channels does it support?: SMS, email, outbound voice calls, Instagram DMs, and webhooks to anything else you use. WhatsApp and Facebook Messenger are on the roadmap.
How long to get a workflow live?: Most customers ship their first sequence in under an hour using our templates. Custom flows with AI decision branches typically take a day or two.

See Legion AI on your leads

Tell us about your workflow and we'll help you map the first one.

Talk to the Legion team