Workflows

A new way to automate your cold email campaigns

20 articles in this collection
Written by Carina Gotovcenco

About Workflows

Learn how to create custom workflows

Written by Carina Gotovcenco
Updated over a week ago

Manually Add Prospects, Organizations, or Deals to Workflows

Learn how to add prospects, organizations, and deals in a workflow

Written by Carina Gotovcenco
Updated over a week ago

Start a Workflow Later (Schedule)

Written by Carina Gotovcenco
Updated over a week ago

Automatic Enrollment

Automatically add prospects in your workflows

Written by Carina Gotovcenco
Updated over a week ago

Re-enroll Prospects in Workflows

Let prospects go through the same workflows again

Written by Carina Gotovcenco
Updated over a week ago

Remove Prospects, Organizations, and Deals from Workflows

Define when you want prospects to exit your workflow

Written by Carina Gotovcenco
Updated over a week ago

The Different Statuses of a Prospect in a Workflow

Understand where the prospect are in a workflow

Written by Carina Gotovcenco
Updated over a week ago

Adding New Steps to a Running Workflow

Written by Carina Gotovcenco
Updated over a week ago

Update Steps in an Active Workflow

Written by Carina Gotovcenco
Updated over a week ago

Changing the sender in an active workflow

Learn how to change the sending address in a running workflow

Written by Carina Gotovcenco
Updated over a week ago

Workflow Steps Types

Delay

Learn how to add a delay between the steps of your workflow

Written by Carina Gotovcenco
Updated over a week ago

Conditions

Split the workflow into two paths, based on the conditions

Written by Carina Gotovcenco
Updated over a week ago

Review Queue

Hold the prospects from the next step for a manual review

Written by Carina Gotovcenco
Updated over a week ago

Outbound Email (Workflow Step)

Send emails as a part of your workflows

Written by Carina Gotovcenco
Updated over a week ago

Internal Email

Send custom email notifications to your colleagues

Written by Carina Gotovcenco
Updated over a week ago

Internal SMS

Send a text message notification as a part of your workflow

Written by Carina Gotovcenco
Updated over a week ago

Create Task (Workflow Step)

Written by Carina Gotovcenco
Updated over a week ago

Add Note (Workflow Step)

Add notes to the prospects automatically

Written by Carina Gotovcenco
Updated over a week ago

Update Fields

Update info or move prospects to a new list automatically

Written by Carina Gotovcenco
Updated over a week ago

Troubleshooting

Prospects in Error

Troubleshooting prospects in error in workflows

Written by Carina Gotovcenco
Updated over a week ago