📨 Automations - Workflows

Overview

Workflows are helping you to automate low added value tasks (e.g. send series of emails, fire alerts when a lead is ready to be closed, etc...). Each automation are performed when a trial matches the automation's requirements.

Custom Automation - Workflows

To access the Custom Workflows, follow the steps from the video above, go to Automation, Custom Automation, Workflows and click on 'New Workflow'.

Creating a Workflow is broken up into 4 steps:

  • Information - Define basic details about your workflow.

  • Trigger - Define rules to auto-apply your workflow.

  • Actions - Define actions that will be automatically performed.

  • Enable - Set your workflow lives.

You can easily navigate through each step.

Information

Simply give you workflow a name and provide some details about it on the description.

Trigger

Start by choosing if you want the workflow to rely on an Account or a Contact behavior.

Then choose one of the four kinds of trigger that needs to be matched:

  • Status - Whenever the contact/account matches a status' conditions.

  • Segment - Whenever the contact/account enters or leaves a segment.

  • Stage - Whenever the contact/account enters or leaves a stage.

  • Health - Whenever the contact/account has a health evolution (such as ‘drop to bad health’).

  • Event - Whenever the contact/account is performing a specific event.

Only if condition is met: You can add specific required conditions to trigger the Workflow.

Pro Tips 💡: You could send a series of emails to your Trial / Free user accounts (and not the paying ones), by adding a condition & specifying ’status = trial’.

Enrollment: Choose between one of those two options.

  • Trigger only once for each account, the first time it matches the trigger.

  • Trigger every time an account matches the trigger.

Actions

Once your trigger is matched, here are the available automation:

  • Gmail - Email - HTML task: Create an email template, insert attributes to personalize it (‘First Name’, ‘Last Name’, etc), choose the sender & the recipients. The email will be pre-generated and will be editable before being manually sent. The Gmail action will be sent from your Gmail, the two other ones will be sent from your email provider.

  • Slack Notification: Create a slack alert, choose the channel where the alert should be sent & create the content of that alert.

  • Owner Attribution: Define the owner of an account or a contact (see more information on the portfolio management here).

  • Team Notification: This will send an alert to your team by email.

  • Webhook: This will send the contact/account information to a specific URL.

  • Salesforce / Hubspot Tasks: generate a task directly in your company's CRM.

Action's option:

  • Step: Each step represent an action that will be performed.

  • Only if the condition is met: You can add specific required conditions to trigger this specific action of the workflow.

  • Insert delay: Insert delays between every action.

  • Setup Exit Conditions: Required conditions for the workflow to stop.

Enable

Once your workflow is ready, you can set it live!

Manage & understand your workflows performances

In the Workflows section, you will have access to every ‘live’; ‘draft’ and ‘disable’ Workflows.

For each of them, you can do the following actions:

  • Open: This action will give you basic statistics' information, access the workflow's description, and show you the logs.

  • Edit: You can modify/adapt your playbook.

  • View Report: This will redirect you to the ‘reports’ section.

If your workflows are including emails, you can have a quick look at their statistics:

Go to 'open', then 'description' and then 'see email stats'