Actions
What a workflow can do: messages, tags, tasks, opportunities…
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- How to add a tag or update a contact field in a workflowIn the workflow, click the + and choose Add Contact Tag (or Remove Contact Tag) and pick the tag, or choose Update Contact Field, pick the field and enter the new value. Save the action and publish the workflow.
- How to alert your team automatically with an internal notificationIn the workflow, click the + and choose Send Internal Notification. Pick the notification type (for example, email or SMS), who gets it (the contact's assigned user or specific users) and write the message with the contact's details. Save and publish.
- How to create or move an opportunity automatically in a workflowIn the workflow, click the + and choose Create/Update Opportunity. Pick the pipeline and stage, give the opportunity a name and value, and save. If the contact already has an opportunity in that pipeline, the same action moves it to the chosen stage.
- How to send an automatic email or text in a workflowIn the workflow, click the + where you want the message and choose Send Email (fill in sender, subject and body, or pick a template) or Send SMS (write the text). Add custom fields like the first name, save the action and publish.