65 results for Workflow Templates
Send an email series when a form is submitted
Send a welcome email to new conversions. If you have not used automation to nurture leads, this is a good workflow to start with.
Create and assign tasks when a new deal is created
Keep new opportunities in motion with this template designed to help your team stay organized and informed.
Update company properties based on defined criteria
Automatically mark your best fit prospects for special prioritization
Tell team members when a form is submitted
Notify a team member when a new prospect or customer books a meeting.
Send 4-email drip campaign to customers
Send a customer satisfaction feedback survey to your customers.
Assign new web leads to contact owners
When you get a new web lead, automatically assign it to an owner.
Tell contact owners when leads interact with your website
Send an email to a rep when a contact takes actions on your website that show a high likelihood to purchase.
Send welcome email to new customers
Start off with a great impression. Send a personalized welcome email to new contacts.
Send re-engagement email to cold leads
Send an email to leads who have lost interest or customers who have not visited your website in awhile.
Email website visitors based on page visited
Share and promote a new product or service offering with your prospects and customers.
Send confirmation email after event sign-up
Send a confirmation email to contacts that registered for an upcoming event.
Send welcome email to new blog subscribers
Send a welcome email to a new blog subscriber to make a good first impression on behalf of your brand.
Capitalize contacts first and last names
Keep your contact name data clean. This workflow ensures the first letter of all first and last names are capitalized.
Assign tickets to an owner
Make sure your customers are being taken care of by automatically assigning new tickets to users or teams. Assignment will be delayed to account for any other automatic assignment.
Audience targeting for routing emails to customer agent
Conditionally assign emails to customer agent based on contact or conversation properties.
Merge duplicate contacts that share the same phone number
Use pre-written custom code to merge duplicate contacts into one record based on a shared phone number.
Create tasks based on ticket source
Reduce manual effort for teams by creating tasks automatically for tickets from a specific source.
Email customers on an anniversary
Send an anniversary email to thank customers for their support.
Reassign Tickets for Customer Agent Handoff
Automatically reassign tickets in Help Desk to a human.
Onboard customers after successful payment
Let contact owners know when a successful payment processes so they can begin onboarding new customers
Remind customers to renew their subscriptions
Create a reminder task for your team to email customers a month before their subscription ends, and then send the customer email.
Remove special characters from a phone number
Prevent errors before they happen with this workflow that removes special characters, like dashes and parentheses.
Tell deal owners when you receive payments
Let deal owners know when you successfully receive payments for associated deals using payment links.
Tell ticket owners when an SLA is due soon
Help your team prioritize tickets that have service-level agreements (SLAs) coming due. Notify the ticket owner when a ticket is due soon. If the ticket becomes overdue, send another notification.
Send abandoned cart emails
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Welcome and assign new contacts to sales
Sends email, adds to static list, and creates a task whenever a contact submits a form
Create deal when a contact is created
Creates an associated deal when a contact is created.
Set priority on tickets
Help your team prioritize tickets by automatically setting ticket priority based on specific ticket criteria.
Email associated contacts when a company raises funding
Send a personalized email to contacts when their company receives new funding, helping you capitalize on moments of increased buying potential.
Start tracking intent signals when company becomes a Target Account
Start tracking intent signals for companies when Target Account property value changes to true.
Send welcome email to newly registered member
Send a welcome and onboarding email to contacts who have successfully registered for private content.
Reassign Conversation for Customer Agent Handoff
Automatically reassign conversations in Inbox to a human.
Send notification to team when deal is closed
Sends a "Deal won" or "Deal lost" notification to the deal owner and collaborator when a deal stage changes to "Closed Won" or "Closed Lost".
Sync deal owner to match contact owner when contact owner is updated
Updates the "Deal owner" to match the contact owner when the contact owner is updated. This helps the ownership of contacts and deals to be well synced.
Send an email to cold leads who haven't engaged in 30 days
Sends an email to leads who are known, have clicked marketing emails, and haven't engaged in 30 days.
Create a task when a company raises funding
Create a task when company fundraises
Send email to churned member
Re-engage members who have churned from your content community
Control if closed tickets open based on new replies
Creates a new Help Desk ticket when an email is re-opened after 5 days of inactivity
Create a support ticket and send a confirmation email
Automates support ticket creation for support forms
Change Lead Status when a contact fills out a form
Sets "Lead Status" to "New" when a contact with an unknown lead status submits a form.
Add new contacts to a nurture campaign
When a contact submits a form, add to static list and send emails with delays
Send welcome email after first login
Send a welcome and onboarding email to contacts who access private content for the first time.
Send re-engagement email to ecommerce customers
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Assign contacts to an owner based on their U.S. region
Assign contacts to an owner based on their geographic location. This template is set up for U.S. regions. but can be modified.
Stop tracking intent signals after 90 days
Automatically stop intent signal tracking for companies after 90 days to manage credit spend.
Send notification when record is updated
Sends an in-app notification when a contact is updated.
Send welcome email to new ecommerce customers
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Assign contact owner and send notification when a contact is created
Assigns a contact owner and sends an in-app notification when a contact is created.
Set product plan on contacts associated with payments
When payments have line items for product plans or types, set associated contact properties to match.
Send notification when a contact is an open lead
Sends an in-app notification about a contact becoming an open lead when the "Lead Status" property changes to "Open".
Pre-Call Research Brief Generator
Automatically generates an AI-powered research brief for sales reps before deal appointments.
Reassign Conversation based on languages for Customer Agent Handoff
Automatically reassign conversations based on languages in Inbox to a human
Auto-Enrich Target Account Companies
Automatically enriches newly marked target account companies with business data and creates a review task for your sales team.
Create a quote when a deal is created
When a deal is created, automatically create a quote using a specified template
CSM Handoff AI Customer Health Assessment
Automatically generate a comprehensive health assessment and handoff brief when a new customer success manager is assigned to an account.
Create renewal deals automatically
Streamline your Customer Success handoff by generating a renewal deal and follow-up tasks whenever a deal is closed won.
Notify your team when a deal is closed
Share the win — automatically notify your deal owner the moment a deal is marked Closed Won.
Send a Slack notification when a deal is won
Let your team know in Slack the moment a deal is marked Closed Won, so wins get celebrated in real time.
Automate Renewals Preparation
Automatically schedule renewal tasks ahead of target close dates.
Send Internal Email After Successful Publish
Automatically notify your team with an internal email when a social post is successfully published.