Automations & Workflows
Set up automated sequences to save time and never miss a follow-up
Automations Guide
Watch the overview and click each step for detailed instructions
Step 1 of 5
1
What Are Workflows?
Automate repetitive tasks
Workflows automate actions based on triggers - saving you hours of manual work:
Trigger → Action
When something happens (trigger), automatically do something else (action).
Example workflows:
- ✓New lead → Send welcome SMS + assign to team member
- ✓Form submitted → Add to pipeline + send confirmation email
- ✓Appointment booked → Send reminder sequence
Popular Workflow Templates
👋
New Lead Welcome
Send SMS + email when contact is created
📅
Appointment Reminder
24h and 1h reminders before appointments
🔥
Lead Nurture Sequence
7-day follow-up series for new leads