Automate your follow-ups

A workflow waits for something to happen, then runs the steps you chose, without you touching it.

1. 1Open Workflows in the sidebar, then click “Create workflow”.
2. 2Name it at the top (“Untitled workflow”). Add an optional description on the Settings tab.
3. 3Click the Trigger card and choose what starts it under “When this happens”: a new lead, a lead score reaching a threshold, a lead reaching a pipeline stage, or a lead going quiet.
4. 4Click the + to add each step, in order: send an SMS or email, wait a set time, move a pipeline stage, adjust a lead score, or set a segment. Click a step to edit it, or drag an action onto a line to put it in between.
5. 5Switch it from Draft to Published, then click Save. Leave it on Draft to build it now and switch it on later.