Orchestrate your customer journey.

Build workflows that enroll records based on triggers, branch on conditions, and execute actions that keep teams aligned and customers engaged.

Automation that scales with you.

Start with templated flows, then add branches, delays, and if/then logic to model real processes—no code required.

Powerful enrollment

• Trigger on property changes, form submits, stage moves, or events.
• Re-enrollment controls to prevent loops.
• Lists and segments to target precisely.

Actions that get work done

CRM updates

Create tasks, set owners, and modify fields.

Messaging

Send emails, posts, or handoffs to other tools.

Data ops

Copy, format, and calculate properties reliably.

Branching and timing

Testing and governance

Set your marketing on autopilot

Build powerful workflows that use your CRM data to trigger emails, update records, score leads, and orchestrate cross-channel journeys. Scale personalization and save hours so teams focus on strategy, not busywork.

Automate campaigns and journeys with CRM context.

Design automation once and let it run reliably. Use behaviors, lifecycle changes, and deal activity to tailor every step without manual effort or spreadsheets.

Build workflows fast

• Drag-and-drop editor for actions, delays, branches, and goals.
• Triggers from form fills, page views, list joins, and property updates.
• Re-enrollment and suppression to prevent over-messaging.

Personalize and segment at scale

Target precisely with granular filters and dynamic lists. Insert tokens, conditional content, and smart send times so every email, ad, and message fits the moment.

Orchestrate complete journeys

Measure and improve

From plain language to production workflows

Design entire automations by describing them. Then refine with conversational edits or precise point-and-edit.

Generate the full flow

Triggers, actions, waits, and branching logic come ready to run.

Edit by conversation

Ask for changes in natural language to update your workflow quickly.

Point and edit

Select steps to update only specific parts of a complex flow.

Automate growth across the customer journey

Design multistep journeys that react to behavior across email, SMS, chat, ads, and your app. Use data and AI to personalize at scale, then prove impact with attribution connected to your CRM.

Build, personalize, and optimize end-to-end automation.

Replace manual tasks with always-on programs for acquisition, onboarding, expansion, and retention. Connect your stack, trigger from real-time events, and coordinate channels with governance to keep everything on-brand.

Build journeys visually

• Drag-and-drop flows with branches, goals, delays, and exit criteria.
• Triggers from forms, events, product usage, deals, tickets, and webhooks.
• Actions: send, update fields, score, notify, create tasks, and sync lists.
• Reusable templates for welcomes, trials, renewals, and win-backs.

Personalize with data and AI

Rich segmentation

Combine demographics, behavior, and firmographics with event and custom properties.

Dynamic content

Alter offers, blocks, and paths per persona, lifecycle, or account tier.

AI assistance

Draft copy, summarize signals, recommend next steps, and forecast outcomes.

Measure impact

Govern and scale