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.

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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.

Prospects enter the workflow automatically, based on the rules you set, or you can add them manually. They exit the workflow once they went through all the steps, or if they match the exit rules.


Create a new workflow flow

Open the Workflow page and click + New workflow button to start.


Enrollment strategy

Select how you want to add prospects to your workflow flow: manually or automatically, based on a trigger.


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.

Building Blocks

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

Notification

Actions

Syncing

Push prospects to the apps that you integrated.


Workflow settings

Exit strategy

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.

Sending time

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.


View options

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.

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