Put follow-ups on autopilot
Use simple automation rules for everyday tasks, or the visual workflow builder for multi-step journeys with conditions, timers and branches — all without code.
Workflow Automation & Visual Builder features
Automation rules
When a lead is created or changes stage, assign it, send a message or update a field.
Visual workflow canvas
Drag and drop triggers, conditions, waits and actions into multi-step journeys.
Delays & timers
Wait hours or days before the next step, for natural follow-up sequences.
Conditional branches
Branch on lead data or replies to personalise each path.
Round-robin assignment
Distribute new leads evenly across your team.
Up and running in 3 steps
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1
Choose a trigger
New lead, stage change, inbound message and more.
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2
Add steps
Send WhatsApp templates, assign owners, wait, branch.
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3
Switch it on
The workflow runs for every matching lead, around the clock.
Workflow Automation & Visual Builder — frequently asked questions
Works great with
Lead Management
Capture, de-duplicate, score, assign and follow up every lead in one CRM. Leads from ads, forms, WhatsApp and calls land in a single list.
Learn moreWhatsApp Broadcast Campaigns
Send bulk WhatsApp broadcasts with approved templates to segmented lead lists. Schedule campaigns and track delivery, reads and replies.
Learn moreWhatsApp Chat Funnels
Qualify and onboard leads on WhatsApp with guided button and list conversations. Answers are saved to the lead profile automatically.
Learn more