Workflow Automation

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Set up triggers to initiate Workflows based on specific events.

• Transcript

  Workflows are a powerful tool that can automate repetitive tasks and streamline your client interactions.

  By grouping multiple activities into a single sequence, you can save time and ensure consistent client experiences.

  To get to Workflows, go to Automation then Workflows.

  Here’s a simple workflow that will run when a new lead comes in.

  First we will set their category as Lead, We’ll send them the welcome email and then schedule a todo for the sales rep to give them a call.

  These tasks are all done automatically because you set up this workflow in advance. This workflow is going to make sure your leads are getting a response from you promptly.

  Here is a more involved workflow that shows emails going out over a 1 year period.

  A workflow consists of steps and pauses. Steps are actions, like sending an email or updating a contact record.

  Pauses define the time between steps.

  Workflows can perform a wide range of actions, including:

  • Updating contact records

  • Stopping other workflows and autoresponders

  • Assigning to-dos

  • Sending emails and text messages

  • And Integrating with external systems

  Here are some tips for creating time-saving workflows:

  • Keep workflows simple and focused.

  • Use clear and concise language in your steps.

  • Always test your workflows extensively before activating them.

  Workflows can be launched a few different ways.

  You can put an individual client on a workflow – like this.

  When someone fills out your form on a landing page a workflow can started right then.

  When a lead comes from an outside source you can use a workflow trigger to start a workflow.

  Workflow triggers can be found within each individual workflow, here.

  You can also trigger a workflow using the API.