Workflow Automations

Automate repetitive tasks and streamline your sales process

Total Workflows

3

Active

2

Total Runs (30 days)

67

👤

Welcome New Leads

Active

Send welcome email when a new contact is created

👤New Contact Created
📧Send Email
✅Create Task

47 runs • Created 2026-01-20

🔄

Deal Won Celebration

Active

Notify team and update records when deal is won

🔄Deal Stage Changed→ Closed Won
🔔Send Notification
📧Send Email
🏷️Add Tag

12 runs • Created 2026-01-18

⏰

Stale Deal Alert

Paused

Create task when deal has no activity for 7 days

⏰Time-Based
✅Create Task
🔔Send Notification

8 runs • Created 2026-01-15