A workflow is a chronological list of tasks to be carried out with a Trigger that automatically starts the sequence of Actions to take place.

Two Main Components

Triggers: Events that add contacts to workflows (e.g., form submissions, appointment bookings)

Actions: Tasks executed after trigger activation (e.g., sending emails, updating contact fields)

Tasks Worth Automating

Lead nurturing campaigns

Appointment scheduling

Follow-up communications

Customer onboarding

Feedback surveys

Lead scoring and segmentation

Data entry and CRM updates

Event registration

Abandoned cart recovery

Creation Process

Three foundational steps are outlined:

1. Choose a trigger event
2. Add optional filters for specificity
3. Add workflow actions

Advanced Features