Automation

Workflow builder · smart triggers
US
Workflows
4 active
New lead welcome sequence
Lead created
4 steps142 runsLast: 2h ago
Proposal follow-up (3-day)
Stage → PROPOSAL_SENT
3 steps58 runsLast: Yesterday
Hot lead alert to manager
Score ≥ 80
2 steps23 runsLast: 4h ago
Stale deal nudge
No activity 7d
3 steps0 runsLast: Never
Won deal → onboarding
Stage → WON
6 steps17 runsLast: 3d ago
New lead welcome sequence
Trigger: Lead created
YesNo
Lead created
Any source
Score ≥ 50?
AI score check
Send welcome email
Template: Welcome-v2
Wait 2 days
Assign to rep
Round-robin
Send follow-up
Template: Nurture-1