Workflows

Create a workflow

1. Step 1: New Workflow

   Open Workflows → create New Workflow. Set name, description, status (Draft / Active / Paused), and cooldown per lead (minutes; 0 = always run).

   • Trigger (IF)

     Examples: Lead Captured, Form Submitted, Stage Changed, Score Threshold, Deal Won, Deal Lost, No Activity.

   • Actions (THEN)

     Send Email, Add Tag, Add Note, Assign Member, Add to Audience, Notification, Wait, and more.

   

2. Step 2: Activate

   Switch status to Active when ready. Keep Draft while testing triggers and templates.

3. Edit or delete

   Open a workflow to edit blocks, or delete unused drafts.

   

4. Delete

   Confirm deletion when a workflow is no longer needed.