Workflow Automation

Automate lead nurturing and sales processes

Create and manage multi-step lead nurturing workflows

New Lead Nurturing

Active

Automated workflow for new leads

Triggers

New Lead Created

Steps

5 steps

Last Modified

2023-04-12

0 days7 days14 days30 days

Demo Follow-up

Active

Follow-up sequence after product demos

Triggers

Demo Completed

Steps

3 steps

Last Modified

2023-04-05

0 days7 days14 days30 days

Re-engagement Campaign

Inactive

Re-engage inactive leads

Triggers

30 Days Inactive

Steps

4 steps

Last Modified

2023-03-28

0 days7 days14 days30 days

Workflow Templates

Start with pre-built workflow templates

Welcome Sequence

5-step sequence to welcome and educate new leads

Demo Follow-up

3-step sequence to follow up after product demos

Re-engagement

4-step sequence to re-engage inactive leads