With the workflows, you can automate routine actions in your account: customize notifications, update contacts in bulk, create tasks or deals, etc.

Contents:


Create a new workflow

  1. Click the + button > New workflow to start.

  2. Choose one of our templates or create a new workflow by clicking the Start from scratch button.


Enrollment

Select how you want to add contacts, organizations, or deals to your workflow: manually or automatically in the workflow's settings box under the Enrollment tab.

Read more about the enrollment.


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 contact clicked on a link from an email, and another one if they didn't).

  • Go to step - move contacts to another step in this workflow.

  • Review queue - hold contacts/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 contact's, organization's, or deal's panel.

  • Create deal

  • Update fields - change contact's, organization's, or deal's info, add to a new list, etc.

  • Enroll in workflow - use this step to move contacts into another workflow.


Disenrollment

Contact, organizations, and deals complete the workflow when they go through all available steps. They can also automatically exit the workflow when a contact 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 contacts, organizations, and deals from workflows.

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