Workflows

Automate your marketing and sales processes

Create Workflow
Total Workflows
4
Active
3
Total Runs
502
This Week
47
All Workflows
Manage your automated workflows

New Lead Welcome

Active

Send welcome email when a new B2B lead is created

Trigger:New Lead
Actions:
send emailadd to segment

Negative Review Alert

Active

Notify team when a negative review is received

Trigger:Review Received
Actions:
send notificationcreate task

Employee Follow-up

Paused

Send follow-up message after employee interaction

Trigger:Interaction
Actions:
waitsend email

Campaign Response Handler

Active

Process responses to marketing campaigns

Trigger:Campaign Reply
Actions:
update leadnotify sales