Workflows

Build automations that run your pipeline

Design multi-step workflows with triggers, conditional logic, and automated actions. No code, no engineering tickets — just drag, connect, and activate.

Build Your First WorkflowView Templates
Lead Nurture Workflow
Active

New Lead Created

Trigger

Lead Score > 70?

Condition

YesNo

Assign to Sales Rep

Action · Yes

Add to Nurture

Action · No

4 nodes 1 conditional branch Avg 2.1s execution0 runs this week

Press “Test run” to send a sample lead through the workflow.

How it works

Drag, connect, activate

No code and no engineering tickets. Anyone who understands the process can automate it.

01

Pick a trigger

Start from an event — a new contact, an opened email or an incoming webhook.

02

Connect conditions & actions

Drag in branches and actions, then connect them. Chain as many steps as you need.

03

Activate

Switch it on and it runs on its own — with run counts and execution time visible on the canvas.

Triggers & actions

Every workflow starts with a trigger and ends with an action

Choose from event-based triggers and pair them with automated responses across your entire tech stack. Chain as many steps as you need.

What starts the workflow

New Contact Created

Fires automatically when a contact enters the CRM from any source — web forms, CSV imports, API calls, or third-party integrations.

Source: any

Owner: unassigned

Email Opened / Clicked

Triggers in real time when a prospect opens your outreach email or clicks a tracked link. Response window: under 60 seconds.

Event: link clicked

Within: 60s

Webhook Received

Accept custom HTTP payloads from any external service — payment processors, support tools, form builders, or internal APIs.

POST /hooks/wf_82a1

Body: JSON

Templates

Start with a proven workflow, customize the rest

Three templates designed by revenue teams. Import any of them and modify the steps, conditions, and actions to match your process.

Marketing7 steps

Lead Nurturing Sequence

A 7-touch email sequence that educates, builds trust, and qualifies leads over 21 days. High-engagement contacts get routed to sales automatically.

New lead
Email #1
Wait 3 days
Email #2
Score check
Assign or nurture
Customer Success5 steps

Customer Onboarding

Guides new customers through setup, training, and first-value milestones. Reduces time-to-first-value by an average of 40%.

Before

  • Manual welcome email
  • No progress tracking
  • Forgotten follow-ups
  • 14-day avg. setup time

After

  • Automated 5-email sequence
  • Milestone tracking built in
  • Timely reminders to CSMs
  • 8-day avg. setup time
Setup time14 days → 8 days
Sales8 steps

Deal Pipeline Automation

Automates stage transitions, owner assignments, and follow-up cadences. Sales reps focus on conversations while the workflow handles the logistics.

Measured results

0%

Higher close rate

0.0 days

Faster deal velocity

0 fewer

Manual tasks per rep / week

Use Template

Stop doing work a workflow can do

Build your first automation in under 5 minutes. Every plan includes unlimited workflows — no per-workflow charges, no execution limits.

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