When you need to automate a process in your CRM, you need to create a workflow.

Workflows consist of: triggers, actions and helpers. Easy.

To learn about triggers, follow this guide and about actions - this one.

A helper is the event that follows the trigger or an action and guides the workflow.

Here are available helpers:

  1. Filter allows to proceed the workflow when a certain condition is met. For example, if you need to email a newly created Contact but only if they have Title "CEO". When you indicate this filter right after the trigger and the action "Send email", the workflow will send emails only to the newly create Contacts that are CEOs.

2. Split path. Paths let you build workflows to run different actions based on different conditions. Let us say, you have a a trigger "New record created" and then you need to send a drip campaign to your contacts. For this you add Split path that gives you at least two branches (you can add more, it depends how many conditions you establish). In Branch A you create a drip campaign, on Branch B you create a case where an email is received (helper: Wait for email) and you take away the contact from sending emails and change their status upon their response to your outreach campaign. Check this guide for more information.

3. Wait for time. This helper gives an interval between trigger and action, meaning the action (e.g. send an email) will start in a X days/hrs/seconds after the trigger was initiated.

4. Wait for date: Allows to make a pause in the workflow until the indicated date is reached. Here a guide with more details.

5. Wait for email. Reacts to the received email linked to the record linked to the folder that you use in the workflow. This guide shows how we wait for email when we start a drip campaign. When your lead sends you a response, this helper reacts to the reply and stops the drip campaign for this specific lead and updates their status.

6. Wait for update. This helper will not start an action until a certain update is made in the record. Let us say, you have the workflow where you get new leads from a webform (guide here) and send them email sequence. When an email is received, Branch B will update their status to Negotiating (all in this guide). Here you can add a Branch C and the helper Wait for update, to indicate that in case a lead becomes LOST - add an action to set a task to follow up in X time.

7. Wait for task completion. To have this task enabled you should have at least one task created within the workflow. Please follow this guide to see how it works.

8. End workflow. You need this step to put at the end of a branch that is considered as a completed step.

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