With the workflows, you can automate routine actions in your account: customize notifications, update prospects in bulk, create tasks or deals, etc.
Create a new workflow
Click the + button > New workflow to start.
Choose one of our templates or create a new workflow by clicking the Start from scratch button.
Enrollment
Select how you want to add prospects, organizations, or deals to your workflow: manually or automatically in the workflow's settings box under the Enrollment tab.
Steps of the workflow
To add a new step, click on a + button, and choose the needed option from the panel on the right.
Building Blocks
These steps are used between the action steps.
Delay - add a delay between your emails, notifications, tasks, etc.
Conditions - split the flow into two branches (e.g., send one email if the prospects clicked on a link from an email, and another one if they didn't).
Go to step - move prospects to another step in this workflow.
Review queue - hold prospects/organizations/deals to review them manually.
Notifications
Internal email - email notifications to yourself or your teammates.
Internal SMS - text messages to yourself or your teammates.
In-app - a notification shown in the notifications feed.
Slack - send a message to the connected Slack account.
Actions
Create task - to-do items.
Add note - create an internal note on the prospect's, organization's, or deal's panel.
Update fields - change prospect's, organization's, or deal's info, add to a new list, etc.
Enroll in workflow - use this step to move prospects into another workflow.
Disenrollment
Prospects, organizations, and deals complete the workflow when they go through all available steps. They can also automatically exit the workflow when a prospect replies, an email hard bounces, etc.
You can set up the exit triggers in the workflow's settings box under the Disenrollment tab.
More info on how to remove prospects, organizations, and deals from workflows.
