Automations (Workflows)
Automate repetitive work with a simple sentence: WHEN something happens, IF conditions match, THEN do this.
The Workflows list
Each workflow shows its name, an Active/Inactive toggle, and how many conditions and actions it has. Click + Create Workflow to build a new one.
The builder
Give the workflow a name and description, and choose whether it's active. The Progress panel on the right tracks what's set.
Choose a trigger (WHEN)
Open Select a trigger event to pick what starts the workflow — e.g. when a lead is created, a status changes, or a deal is created.
Trigger selected
Once chosen, the Progress panel updates to show your trigger.
Add conditions (IF)
Optionally add condition groups so the workflow only runs when specific criteria match. Left empty, it runs every time.
Add actions (THEN)
Click + under THEN to choose what happens: assign to a user/team, send a webhook, add the lead to a campaign, send an email, create a note, or send lead quality to Meta. Then click Create Workflow to save.
