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Workflows
Visual automation: a trigger enrols records, then they flow through timing, messaging, branching and action steps.
Automationabout 9 min
By the end you'll be able to
- Choose the right enrolment trigger for what you want to automate
- Build a graph from timing, messaging, branching and action steps
- Publish a workflow and diagnose its runs
Walk through it
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"Start from a template" gives you a working graph to adapt, which is much faster than a blank canvas. Otherwise create a new workflow and pick what it operates on — contacts, companies or deals.
Good to know
- Handing off to a sequence is skipped for a record already in one, so a workflow cannot double-enrol somebody mid-cadence.
- A deal or company workflow that enrols into a contact sequence uses the primary contact of that record.
- "Rotate to owner" needs the workflow to have a product, because the owner pool comes from the product.
- When a data source imports history for the first time, that history does not enrol people into automations. A workflow meant to act on imported history has to opt in, and its enrolments are spread out rather than firing at once.
Common questions