Triggers
Replied, bounced, opened, status changed, job changed, high-intent visit, deal stage changed, meeting booked.
Workflows
Automate the follow-up, not the relationship.
Rules that run when a contact replies, bounces, opens, changes job, books a meeting, a deal changes stage or a company visits your site with high intent.
What you can do
What you can do with Workflows.
Conditions
Only act when fields match the values you set.
Actions
Set status, add a tag or list, create a task or deal, enroll in or stop sequences, notify the team.
Run history
Every run with what was done, skipped or failed.
How it works
How it works, step by step.
Pick a trigger
Choose the event.
Add conditions
Narrow it down.
Add actions
Choose what happens; test it on one contact.
FAQ
Workflows questions
Is the test run a dry run?
No. Running a rule on one contact applies its actions for real, so the editor asks you to confirm.
See Workflows with your own data.
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