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Workflows

Automate repetitive tasks and create complex logic to handle your sales processes without manual intervention.

Triggers

Workflows start with a trigger event:

  • New Lead: When a lead is added to a specific list.
  • Email Opened: When a recipient interacts with your campaign.
  • Deal Stage Changed: When a deal moves to "Negotiation" or "Closed Won".

Actions & Logic

Define what happens after the trigger:

  • Send Email: Automatically send a personalized follow-up.
  • Create Task: Remind a sales rep to call the lead.
  • Update Deal: Change the deal value or status.
  • Conditions: Use "If/Else" logic (e.g., "If lead is CEO, send email A, otherwise send email B").