Features & How-To
    5 min read

    Setting Up Workflow Automations

    Automate repetitive tasks with visual workflows

    Setting Up Workflow Automations

    Automate your sales processes with visual workflow builders.

    Creating a Workflow

  1. Go to Automations from the sidebar
  2. Click "New Workflow"
  3. Drag and drop workflow components
  4. Configure triggers and actions
  5. Save and activate

    6. Workflow Components

    Triggers (Start the workflow)

  6. New lead added
  7. Lead stage changed
  8. Deal value updated
  9. Time-based (daily, weekly)

    10. Conditions (Decision points)

  10. If lead score > X
  11. If industry equals Y
  12. If no activity in Z days

    13. Actions (Do something)

  13. Send email
  14. Create activity
  15. Update lead status
  16. Add to list
  17. Notify team member

    18. Example: Follow-up Automation

    Trigger: New lead added

    Condition: Has email address

    Action 1: Send welcome email (Day 0)

    Action 2: Create follow-up task (Day 3)

    Action 3: If no response, send reminder (Day 7)

    Best Practices

  18. Start simple, then add complexity
  19. Test workflows with dummy leads
  20. Monitor automation logs
  21. Set up alerts for failures

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    automation
    workflow
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