Workflow Automation

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.