Workflows
Automate your customer journey, point your team to the highest priority work, and maintain good CRM hygiene.
What you will learn
Workflow builder
Design and publish workflows in an easy-to-use drag-and-drop editor.Workflow blocks
Trigger, logic, action and AI blocks give you tools to automate routine tasks, point your team to the highest priority work, and maintain good CRM hygiene.Template workflows
Get inspired by through two example workflows - a simple workflow for onboarding new customers and more complex one alerting teams about customers at risk of churn.
