The Workflow module enables users to automate lead management processes using a visual flow builder. Workflows are created by connecting triggers, conditions, and actions to automatically manage leads and streamline operations.
Workflow Interface
The Workflow Builder consists of:
1. Workflow Tabs
2. Workflow Canvas
3. Nodes Panel
4. Workflow Status
5. Save Workflow Button
Create a Workflow
Click:
+ New
to create a new workflow.
Each workflow can have:
- Workflow Name
- Status (Active/Paused)
- Triggers
- Conditions
- Actions
Workflow Status
Active
When enabled:
- Workflow runs automatically.
- All triggers and actions are executed.
Paused
When disabled:
- Workflow remains saved.
- No automation rules are executed.
Save Workflows
Click:
Save Workflows
to save all workflow changes.
Workflow Builder
The builder uses a drag-and-drop flowchart system.
You can:
- Add nodes.
- Connect nodes.
- Create branches.
- Build automation sequences visually.
Workflow Components
Workflows are built using three types of nodes:
1. Triggers
2. Conditions
3. Actions
Triggers
Triggers determine when a workflow starts.
New Lead
Starts when:
A lead is first captured.
Use Cases
- Send welcome messages.
- Assign sales representatives.
- Add notes automatically.
Enters Stage
Starts when:
A lead moves into a pipeline stage.
Example
Qualified Stage
Stage Changed
Starts when:
Lead status changes
Lead Assigned
Starts when:
Someone is assigned to a lead
Lead Unassigned
Starts when:
Assignee is removed
Score Updated
Starts when:
Lead score changes
Email Captured
Starts when:
Visitor shares an email address
New Message
Starts when:
Lead sends a new chat message
Conditions
Conditions create decision branches in workflows.
Condition nodes contain:
- Yes Path
- No Path
Stage Is
Checks whether:
Lead currently belongs to a specific stage.
Score At Least
Checks whether:
Lead score is greater than or equal to a value.
Example:
Score ≥ 70
Score At Most
Checks whether:
Lead score is less than or equal to a value.
Has Email
Checks whether:
Lead has provided an email address
No Email
Checks whether:
Lead has not provided an email address
Unassigned
Checks whether:
No team member is assigned
Assigned To
Checks whether:
Lead is assigned to a specific user
Interest Is
Checks the lead's interest level
Possible values:
- Cold
- Warm
- Hot
Actions
Actions are executed when workflow conditions are met.
Assign To
Assigns the lead to a team member automatically.
Use Cases
- Route qualified leads to sales.
- Assign enterprise leads to senior representatives.
Move To Stage
Automatically moves a lead to another pipeline stage.
Example
Qualified → Proposal
Add Note
Adds an internal note to the lead
Example
Requested product demo
Set Interest
Updates the lead's interest level
Possible values:
- Cold
- Warm
- Hot
Creating Connections
To connect nodes:
1. Drag from a node's bottom port
2. Drop onto another node
3. Create the workflow sequence.