Workflow automation
The workflow automation add-on runs trigger → action rules on your leads, so routine pipeline work happens by itself.
Triggers
Section titled “Triggers”| Trigger | Fires when |
|---|---|
| Lead created | A new lead arrives |
| Stage changed | A lead moves stage |
| Score crossed | A lead’s score passes a threshold |
| Booking no-show | An appointment is marked no-show |
| Lead inactive | No activity for N days (daily sweep) |
Optionally narrow any trigger with an advanced filter expression
(e.g. score > 40 && tags contains "enterprise").
Actions
Section titled “Actions”Up to 5 per rule, run in order: send a follow-up template, assign (member or department round-robin), move stage, add a tag, adjust score, fire an outgoing webhook, or notify someone in-app.
Rules never trigger other rules — no loops, ever.
Building rules
Section titled “Building rules”Organization → Automation (manager+). Start from a scenario in the gallery — “speed-to-lead assignment”, “no-show recovery”, “cold lead win-back” — or from scratch. Every rule keeps a runs history showing what fired, when, and what each action did, including errors.
Good practice
Section titled “Good practice”- One job per rule; compose small rules instead of one mega-rule.
- Watch the runs panel after enabling a new rule.
- Use tags as breadcrumbs between rules (“nurture-sent”) so filters can exclude already-processed leads.