Workflows & Automation
Put your lead follow-up on autopilot. A workflow watches for something to happen, then runs a series of steps for you — no code required.
How Workflows Work
Every workflow has two parts: a trigger that starts it, and one or more actions that run in order. For example: when a new lead arrives → wait one day → send a follow-up email.
Open Workflows in the sidebar. Click New Workflow to start from a ready-made template, or Builder to create one from scratch.
Triggers
Choose what starts the workflow:
| Parameter | Type | Description |
|---|---|---|
| New Lead | trigger | A new lead is added from any source |
| Status Change | trigger | A lead moves to a different pipeline stage |
| Tag Added | trigger | A specific tag is applied to a lead |
| Time Based | trigger | Runs on a schedule |
| Manual | trigger | You start it yourself on a lead |
Actions
Add as many steps as you need. Available actions include:
| Parameter | Type | Description |
|---|---|---|
| Send Email | action | Send an email to the lead |
| Update Status | action | Move the lead to another pipeline stage |
| Add Tag | action | Tag the lead for grouping or to trigger other workflows |
| Wait | action | Pause for a set time before the next step |
| Condition | action | Branch the workflow based on the lead's details |
| Notify | action | Send yourself or your team a notification |
| Web Request | action | Send lead data to another tool |
Once you've connected X (Twitter), you can also add social steps — post a tweet, send a direct message, follow, or like a post. See X / Twitter Automation.
Building a Workflow
- Go to Workflows in the sidebar.
- Click New Workflow and pick a template, or click Builder to start from a blank canvas.
- Choose a trigger, then add your action steps in the order they should run.
- Save and enable the workflow — it runs automatically from then on.
Pro Tip
Combine workflows with AI Agents for hands-off lead handling: leads are enriched and scored automatically, then your workflow follows up at the right moment.
Bringing leads in from other apps?
To capture leads from outside tools, use your webhook URL with Make.com, Zapier, or any service that can send a request. See the Webhooks Guide.