Workflows & Automations
Workflows automate repetitive tasks in your sales process. Use the visual builder to create trigger-action sequences that run automatically.
Workflow Concepts
Triggers
A trigger starts the workflow. Available triggers:
- Lead created — fires when a new lead is added
- Lead stage changed — fires when a lead moves stages
- Deal stage changed — fires when a deal progresses
- Scheduled — fires on a time schedule (daily, weekly, etc.)
- Anniversary — fires on contact/lead date anniversaries
- Form submitted — fires when a web form is filled out
Actions
Actions are what the workflow does:
- Send email — send a templated email
- Create task — assign a follow-up task
- Update field — change a lead/deal/contact field
- Add tag — apply a tag for segmentation
- Send notification — alert a team member
- Wait — pause for a specified duration before continuing
Conditions
Add branching logic:
- If/else — different paths based on field values
- Filter — only continue if criteria are met
Visual Builder
The workflow builder uses a drag-and-drop canvas:
- Go to Workflows in the sidebar
- Click New Workflow
- Select a trigger from the left panel
- Drag actions and conditions onto the canvas
- Connect nodes by dragging between them
- Configure each node by clicking on it
- Click Save and then Activate
Workflow Status
- Draft — being built, not running
- Active — running and processing triggers
- Paused — temporarily stopped
- Archived — no longer in use
Example Workflows
New Lead Follow-Up
- Trigger: Lead created
- Action: Wait 1 hour
- Action: Send welcome email
- Action: Create task “Call new lead” assigned to lead owner
Deal Stale Alert
- Trigger: Scheduled (daily)
- Condition: Deal stage unchanged for 7+ days
- Action: Send notification to deal owner
Tips
- Start simple — one trigger, one or two actions
- Test workflows with a test lead before activating
- Monitor workflow logs to catch any failures
- Use the wait action to space out automated emails naturally
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