Overview

The article provides a comprehensive guide to automating sales processes in Scalendo using the platform's workflow builder.

Main Steps

Step 1: Identify Repetitive Tasks

Begin by recognizing time-consuming, repetitive activities such as "sending follow-up emails, assigning leads to team members, scheduling appointments, or updating opportunity statuses."

Step 2: Design Automated Workflows

• Navigate to the Automations section in Scalendo dashboard
• Click on "Workflows" to access the workflow builder
• Select "Create New Workflow"
• Provide a descriptive name reflecting the workflow's purpose

Step 3: Choose a Trigger Event

Opportunity Triggers Available:

1. Opportunity Status Changed - Activates based on status updates; filterable by standard or custom fields
2. Opportunity Created - Triggers when opportunities are created; filterable by linked fields
3. Stale Opportunities - Triggers for opportunities unchanged for X days
4. Pipeline Stage Changed - Activates when pipeline stages shift

Step 4: Add Workflow Actions

Available Actions:

• Create Opportunity - Establishes opportunities with specified values (pipeline, stage, name, source, status, lost reason)
• Remove Opportunities - Eliminates opportunities from specific pipelines