Workflows let you automate repetitive tasks by setting up sequences of actions that run automatically when something happens. Instead of manually logging a lead and sending a follow-up when a form is submitted, a workflow can add the contact, assign it to a team member, and send a personalized welcome message — consistently, every time.
Key benefits
- Increased efficiency: automate time-consuming tasks so your team can focus on higher-value work.
- Improved accuracy: remove manual errors from routine activities.
- Faster response: react to customer interactions instantly.
- Scalability: handle more volume without more manual effort.
Common use cases for a CPR-training business
- Lead management: capture a class inquiry, tag it, and send a welcome message automatically.
- Appointment scheduling: confirm class bookings and send reminders.
- Follow-ups: send a certification-renewal reminder a year after a class.
- Reviews: request a review after a completed class.
Triggers and actions: the core of every workflow
A trigger is the event that starts the workflow — the "if" (for example, a form submission, an appointment booked, or a reply received). An action is the task that runs in response — the "then" (for example, send an email, update a contact, or assign to a team member). A workflow can chain many actions, and can include more than one trigger.
Setting up a workflow
- Go to the Automation section and open Workflows.
- Click + Create Workflow. Start from scratch, use a recipe, or pick a template.
- Choose a trigger (the event that starts it).
- Add one or more actions (what happens next).
- Click Save, then use Test Workflow before publishing.
FAQ
Difference between triggers and actions? Triggers start the workflow; actions are the resulting tasks.
Do I need coding skills? No — the builder is visual and requires no code.
How do I manually add a contact to a workflow? Open the contact, click Automation → Add Workflow, choose the workflow, set the start time, and click Add.