Workflows

You may want to assign new leads to users within your system, in a round-robin type of situation. Maybe you have a lead form, and when it’s submitted, you want the leads to be distributed to a sales team of users within your system. You can set up a workflow to distribute the leads however […]

The “Go To” Workflow action can be added to the end of a Workflow path to send the contact to any given point in a specific path. NOTE: The action can only be used at the end of a Workflow path. Step 1: Using the “Go To” Workflow Action Navigate to Workflows. Click into the Workflow

If you are sending SMS communications in the system, and the SMS fails to go through, you may want to track those contacts for a variety of reasons (i.e. perhaps you want to call or email them to confirm their mobile number for SMS communications.) You can create and save a smart list to compile

Within the Workflow builder, you can create a trigger to run when a category within a specific product is completed. This will allow you to set specific automation for your membership section, customizing and automating this experience. Step 1: Creating and Editing the Trigger Navigate to Workflows Create a new Workflow or click into an

There are multiple options for setting up the timing of workflows. In this tutorial, we will show you how to use time frames, or “windows” to customize your workflow actions and timing using delivery windows. You can set up a default setting for the workflow as a whole, or use wait steps to customize just

Within the Workflow Builder, you can add multiple actions to fire off in a series based on one or more triggers. Click the + icon anywhere in the Workflow to add an action. Below is a complete list of available actions: External Communications Send Email Send SMS Call Voicemail Messenger Instagram DM Manual SMS Manual

Using a webhook with Zapier or another program, you can export date from the system to another platform or system. This is useful if you are utilizing multiple systems and want to export information from the CRM. (Check out our Webhook setup article if you need an overview on how to create and use Webhooks.)

If you have a campaign you wish to integrate into the Workflow builder, you can easily import it. By importing a Campaign into a workflow, you can further customize it with several triggers, paths, and more, giving you more automation control over your business. Follow these steps to learn how: Step 1: Create the Workflow

Using the Wait action in the Workflow Builder allows you to hold Contacts before advancing to the next step of a Workflow. This can be useful for many reasons, from appointment bookings/reminders, to follow ups, and more.  Now, let’s take a look at how to set up a Wait event. Step 1: Adding an Action

Within the Workflow Builder you can have one or multiple triggers to fire off the workflow’s series of actions. Below is a complete list of workflow trigger options: CRM Triggers Standard Appointment: runs on all appointment status updates Birthday reminder: runs on customer’s birthday (if in their Contact Record) Call Status: Runs on outbound and inbound calls Contact