Workflow sequences let you automate multi-step follow-up processes triggered by contact actions or time delays.

Creating a Workflow

  1. Navigate to Automations > Workflows.
  2. Click + New Workflow.
  3. Choose a trigger event: e.g., "Contact Added", "Tag Applied", "Deal Stage Changed".
  4. Add action steps: Send WhatsApp, Send Email, Wait X Days, Add Tag, Move Deal Stage, etc.
  5. Toggle the workflow to Active when ready.

Workflow Best Practices

  • Always add a Wait step between messages to avoid spam-like behavior.
  • Use Conditions to branch the workflow based on contact responses.
  • Test your workflow by triggering it on a test contact first.
💡 Pro Tip: A 5-step follow-up sequence (Day 0 → Day 1 → Day 3 → Day 7 → Day 14) dramatically improves lead conversion rates compared to a single message.