Build automations that run your pipeline
Design multi-step workflows with triggers, conditional logic, and automated actions. No code, no engineering tickets — just drag, connect, and activate.
Triggers & Actions
Every workflow starts with a trigger and ends with an action
Choose from event-based triggers and pair them with automated responses across your entire tech stack. Chain as many steps as you need.
Triggers
What starts the workflow
New Contact Created
Fires automatically when a contact enters the CRM from any source — web forms, CSV imports, API calls, or third-party integrations.
Email Opened / Clicked
Triggers in real time when a prospect opens your outreach email or clicks a tracked link. Response window: under 60 seconds.
Webhook Received
Accept custom HTTP payloads from any external service — payment processors, support tools, form builders, or internal APIs.
Actions
What happens after the trigger fires
Send Personalized Email
Dispatch from templates with dynamic field replacement: first name, company, last interaction, deal stage. Supports A/B testing per workflow.
Update CRM Record
Modify contact, deal, or company fields based on workflow logic — change owner, update stage, set custom properties, add tags.
Assign to Team Member
Route leads to the right person using round-robin, territory rules, or skill-based routing. Prevents lead collisions and duplicate outreach.
Templates
Start with a proven workflow, customize the rest
Three templates designed by revenue teams. Import any of them and modify the steps, conditions, and actions to match your process.
Lead Nurturing Sequence
A 7-touch email sequence that educates, builds trust, and qualifies leads over 21 days. High-engagement contacts get routed to sales automatically.
Customer Onboarding
Guides new customers through setup, training, and first-value milestones. Reduces time-to-first-value by an average of 40%.
Before
- Manual welcome email
- No progress tracking
- Forgotten follow-ups
- 14-day avg. setup time
After
- Automated 5-email sequence
- Milestone tracking built in
- Timely reminders to CSMs
- 8-day avg. setup time
Deal Pipeline Automation
Automates stage transitions, owner assignments, and follow-up cadences. Sales reps focus on conversations while the workflow handles the logistics.
Measured results
Higher close rate
Faster deal velocity
Manual tasks per rep / week
Stop doing work a workflow can do
Build your first automation in under 5 minutes. Every plan includes unlimited workflows — no per-workflow charges, no execution limits.