Workflows · 1 min read
Introduction to Workflows and Automations
Workflows automate tasks you'd otherwise do by hand, like sending follow-ups, tagging contacts, and moving deals.
How a workflow works
- Triggers start the workflow, such as a form submission, a booked appointment, or a payment.
- Actions are the steps that run next, such as sending an email or text, adding a tag, waiting, or branching with If/Else.
- Contacts move through the steps one at a time.
Build your first workflow
- Go to Automation > Workflows and click Create Workflow.
- Start from scratch or pick a template.
- Add a trigger and any filters.
- Add your actions.
- Test with a sample contact.
- Click Publish.
Tips
- Name workflows clearly so you can find them later.
- Use the workflow settings to set sending hours and whether contacts can re-enter.
- Check the execution logs to see what happened for each contact.