Workflows and Automations
Automate the repetitive
Create workflows that send emails, assign tasks, move deals and execute actions without human intervention.
Trigger
New lead registered via web form
Condition
If company has 50+ employees
Action
- Send Enterprise welcome email
- Assign to senior sales rep + create follow-up task
- Move deal to “Contacted” stage
Features
Automation without limits
Visual workflow editor
Design flows by dragging nodes. No code, no complications. Anyone on your team can create automations.
Event-based triggers
Launch workflows when a contact is created, a deal is moved, an email is received or any CRM event occurs.
Conditions and branching
Add conditional logic: if/then, field filters, segmentation and parallel paths.
Automatic actions
Send emails, create tasks, update fields, move stages, notify the team and much more.
Up to 10K executions/month on Grow
Scale your automations with generous limits. 10,000 monthly executions on the Grow plan.
Unlimited on Pro and Enterprise
No execution limits on Pro and Enterprise plans. Automate your entire business without restrictions.
Let technology work for you
Create your free account. No credit card required.