IF
Triggers for every moment
Lead captured, form submitted, stage changed, score threshold, deal won or lost, and no activity.
IF → THEN automations and run log
Pick a trigger. Add actions. Watch it run.
Build IF → THEN automations for new leads, form submits, stage changes and score thresholds without writing code. The run log shows every result.
Hot inboundActive
WhenForm submitted · Project inquiry
IfBudget is $15K or more
Then 1Add tag · Inbound
Then 2Assign to Nadia Karim
Then 3Send email · Thanks for reaching out
Run log · Ridgeway Fitness
Before and after
Follow-up that never forgets. IF this, THEN that.
Manual follow-up depends on someone remembering. Workflows run the same steps on every lead and log each run.
- Reply to a new inquiryInbox alertcopy templatesend
- Assign hot leadsWeekly sheet reviewchat message
- Check what went outSearch sent mailguess
Workflow builder
Automate the follow-up nobody has time for.
Start from a trigger, add the actions that should follow and switch it on. Draft, Active and Paused keep your tests apart from live work.
Send an email, tag the lead, add a note, assign an owner, add to an audience or notify the team, with waits in between.
- Draft, Active and Paused statuses
- A cooldown per lead, so nobody gets the same email twice
- Run counts on every workflow
Start a workflow when a lead is captured, a form is submitted, a stage changes, a score crosses a threshold, a deal is won or lost, or a lead goes quiet.
- Lead captured and form submitted
- Stage changed, deal won and deal lost
- Score threshold and no activity
Every run lands in the run log with its trigger, the lead and each action's result, so tracing a missing email takes a minute, not an afternoon.
- A result for every action in a run
- Open any run to see its details
- The lead behind every run
Capabilities
Triggers, actions and a log for every run.
THEN
Actions in order
Send an email, add a tag or note, assign, add to an audience or notify, with waits in between.
Cooldown
Cooldown per lead
Set the minutes between runs so nobody gets the same email twice.
Audit
Run log
Every run with its trigger, its lead and the result of each action.
Workflows
Pick a trigger. Watch it run.
Workflows start on form submits, stage changes or score thresholds.
WHENA form is submitted · Project inquiry
IFBudget is $15K or more
THENAdd tag · InboundAssign to Nadia KarimSend template · Thanks for reaching out
Run log: Ridgeway Fitness · 3 actions · 2 min ago
By the numbers
Automation you can trace.
- lines of code
- 0
- Every workflow is built from triggers and actions.
- statuses
- 3
- Draft, Active and Paused keep tests apart from live work.
- log entry per run
- 1
- With the trigger, the lead and each action's result.
By team
The follow-up each team automates first.
Sales
Never let a hot lead wait.
When a score crosses 80, the lead gets an owner and an intro email right away.
Sales playbook0/4 done
- Trigger: score threshold 80
- Assign to the right owner
- Send the Intro call template
- Notify the owner
What your agent can do
Read and act across the whole workspace.
Connect Claude, ChatGPT, Cursor, Claude Code, Codex or Antigravity. Sign in with OAuth, then find hot leads, preview campaigns and build workflows in plain language, on live CRM data.
- Claude Desktop
- ChatGPT
- Cursor
- Claude Code
- Codex
- Antigravity
/api/v1/mcp · OAuth
Why did Hot inbound skip Halcyon Travel?
No. Pick a trigger and actions from lists in the builder. Workflows run on Bundlewise's servers, so nothing has to stay open on your computer.
Set a cooldown per lead in minutes. During the cooldown the workflow skips that lead. A cooldown of 0 means it runs every time.
The run log records the failure with the lead and the action, so you can see what went wrong and fix the template or sender.
Put your follow-ups on autopilot.
Switch on a form-submitted workflow and watch the first run land in the log.