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.
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.
Simply give you workflow a name and provide some details about it on the description.
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.
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.
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.
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.
Once your workflow is ready, you can set it live!
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'