Automation
Automate repetitive tasks with workflows
Active Workflows
2
of 3 total
Runs Today
11
Workflows executed
Total Runs
229
All time
Success Rate
98%
Successful runs
Auto-tag hot leads
activeAutomatically tag leads with deal value > $40k as "Hot Lead"
TRIGGER
When a lead is created
→
CONDITIONS
1 condition
→
ACTION
Add tag "Hot Lead"
Runs today:3
Total runs:45
Assign leads to sales team
activeRound-robin assignment of new leads to available sales reps
TRIGGER
When a lead is created
→
ACTION
Assign to next available rep
→
ACTION
Notify assigned rep
Runs today:8
Total runs:156
Follow-up reminder
pausedSend notification if no activity on a deal for 7 days
TRIGGER
When no activity for 7 days
→
CONDITIONS
1 condition
→
ACTION
Notify deal owner
Runs today:0
Total runs:28
Workflow Templates
Auto-tagging
Automatically tag leads based on criteria
Lead Assignment
Distribute leads to your team automatically
Follow-up Reminders
Get notified about stale deals