Last updated: October 13, 2020
With the workflows tool, you can automate your marketing, sales, and service processes to make your team more efficient. Set enrollment criteria to automatically enroll records and take actions on your contacts, companies, deals, quotes, and tickets. You can also take actions on associated records, such as updating the company associated with a contact enrolled in the workflow.
Please note: contact-based workflows have been migrated to use the same system as all other objects. There are still some differences between workflow types, such as settings. Learn more about the workflow migration.
Sequences are another automation tool which rely on one-to-one emails and follow-up task reminders to help sales reps nurture prospects and automate their sales processes. When a contact replies or books a meeting, they'll unenroll from the sequence. Learn more about using sequences.
To get started creating a workflow:
You'll then be asked to select the type of workflow you want to create.
You can create workflows for the following objects:
To select your workflow type:
Once your workflow has been created, set the enrollment criteria. When a record meets this criteria, they'll automatically be enrolled. If you only want to enroll records manually, leave the enrollment trigger box blank. Learn more about manual enrollment.
After adding an action, you can clone or move it to streamline the workflow building process.
If you'd like to leave a note on a workflow action for you or your team's reference, learn how to add comments to workflow actions.
Click the Settings tab to manage the workflow's settings. On the General page, select days and times that you want actions to execute, enroll contacts from Salesforce, and associate campaigns with the workflow. On the Unenrollment and suppression page, set unenrollment and suppression criteria to automatically remove or exclude records from the workflow.
Learn more about managing your workflow settings.
After you turn your workflow on, you can view the workflow history to monitor the records that are enrolled.
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