Workflows

Workflows extend automations with multi-step sequences, conditional branches, and time delays. A workflow can nurture a lead over days or weeks — sending follow-ups, checking for responses, and adjusting its path based on what the lead does.

Workflow canvas

Workflows are built on a visual drag-and-drop canvas. Each node represents an action or decision point. Connect nodes with arrows to define the flow. The canvas supports:

Sequential steps (A then B then C)
Parallel branches (A, then B and C simultaneously)
Conditional branches (if X, go to D; otherwise go to E)
Wait/delay nodes (pause for 24 hours)
End nodes (mark lead as won, lost, or unsubscribed)

Conditional logic

Add a Condition node to branch the workflow based on lead properties or prior actions. Available condition operators:

// Example conditions
lead.stage = 'proposal_sent'
lead.eventDate < 90 days from now
lead.tags includes 'vip'
lastMessage.sentBy = 'lead'        // lead has replied
lastMessage.ago > 48 hours         // no reply in 48h
proposal.status = 'viewed'

Delay nodes

Use delay nodes to space out messages naturally. Available delay types:

Wait for duration — pause for N minutes, hours, or days
Wait until time — resume at a specific time of day (e.g. 10:00 AM)
Wait until day — resume on a specific day of the week
Wait for event — pause until the lead replies or opens the proposal

Best practice: Always combine delays with a condition check afterwards. For example, wait 48 hours, then check if the lead has replied before sending a follow-up.

Exit conditions

Define global exit conditions to stop a workflow early. Common exits:

Lead moves to Signed stage (stop all follow-ups)
Lead is marked as lost
Lead replies to a message (hand off to human)
Lead unsubscribes

Workflow analytics

The workflow analytics panel shows conversion rates at each step, average time to complete the workflow, and the number of leads currently in each node. Use this to identify drop-off points and improve your sequences.