Workflows
Automate the busywork,no code needed
Pick what starts it, add the steps, and let AI handle the parts that need judgment. Test it on a run before you switch it on.
Build it once.It runs every time.
What a workflow can do
Message and call
Send a text, an email or a LinkedIn message, or place a voice call.
Update contacts
Find or create a contact, update a field, and add or remove tags.
Move deals
Create an opportunity, move it to a new stage, or set its status.
Wait and branch
Pause for a set time, or split the path with if and else conditions.
Connect other apps
Start a workflow from an inbound webhook, or send data out to another app.
Versions and folders
Every change is saved as a version you can restore, and folders keep things tidy.
FAQ
Questions about workflows
No. You build workflows by picking a trigger and adding steps on a visual canvas.