Automations & Workflows
Set up automated sequences to save time and never miss a follow-up
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What Are Workflows?
Automate repetitive tasks
Workflows automate actions based on triggers - saving you hours of manual work:
Trigger → Action
When something happens (trigger), automatically do something else (action).
Example workflows:
- ✓New lead → Send welcome SMS + assign to team member
- ✓Form submitted → Add to pipeline + send confirmation email
- ✓Appointment booked → Send reminder sequence