透過範本更輕鬆進行自動化。
瀏覽適合你日常執行流程的工作流程範本。套用其中一個範本，並將其打造成你專屬的工作流程。
Most popular
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.
Tell team members when a form is submitted
Notify a team member when a new prospect or customer books a meeting.
Assign new web leads to contact owners
When you get a new web lead, automatically assign it to an owner.
Send 4-email drip campaign to customers
Send a customer satisfaction feedback survey to your customers.
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.
Getting attention today
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.
Send 4-email drip campaign to customers
Send a customer satisfaction feedback survey to your customers.
Send welcome email to new customers
Start off with a great impression. Send a personalized welcome email to new contacts.
Assign new web leads to contact owners
When you get a new web lead, automatically assign it to an owner.
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.
Tell team members when a form is submitted
Notify a team member when a new prospect or customer books a meeting.
New arrivals
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.
Notify your team when a deal is closed
Share the win — automatically notify your deal owner the moment a deal is marked Closed Won.
Auto-Enrich Target Account Companies
Automatically enriches newly marked target account companies with business data and creates a review task for your sales team.
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.
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
Create a quote when a deal is created
When a deal is created, automatically create a quote using a specified template