With the workflows, you can personalize your sales funnel and create custom flows tailored to your needs. You can send cold emails, notifications, update prospects in bulk, push changes into the integrated apps, etc. All of that can be done automatically, based on the conditions you set.
What's a workflow
Workflows consist of different types of steps (outbound emails, notifications, tasks, syncing, etc.) and building blocks (delays, conditional splits, etc,). You can create a simple workflow with emails and delays between them, or a sophisticated flow with different types of operations, delays, conditions that split the flow into different paths, and steps to push data into integrated apps.
Create a new workflow flow
Open the Workflow page and click + New workflow button to start.
Steps of the workflow
To add a new step, click on a + button, and choose the needed option from the panel on the right.
The steps are divided into groups by their functions: building blocks, outbound, notifications, actions, syncing.
These steps are used between the action steps.
Delay - add a delay between your emails, notifications, tasks, etc.
Conditions - split the further steps based on the conditions (e.g., send one email if the prospect clicked on a link from an email, and another one if they didn't).
Review queue - hold prospects from the next step to manually review them.
Outbound email - emails to your prospects.
Email notification - emails to yourself or your teammates.
SMS notification - text messages to yourself or your teammates.
Slack - send a message to the connected Slack account.
Create task - to-do items.
Add note - internal note on the prospect's panel.
Update Fields - change prospect's info, add to a new list, convert, etc.
Push prospects to the apps that you integrated.
Prospect exit workflow when they passed through all steps or when they match at least one of the selected exit rules.
Default sending address
The default sending address is the sender of all emails in the workflow.
Select the time zone for the workflow, days of the week, and the needed time slot for sending emails. More info on the sending time settings.
Send emails as threads
If you want the emails from this workflow to be sent in the same thread with the same subject (e.g., Re: Initial email), enable this option.
To use a different subject for every email in the workflow, switch the toggle off.
Click + or - to zoom in or zoom out.
Click the Fit to view button to zoom out and fit the whole flow into the screen.