CRM
Workflows

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.
A workflow builder with branching paths, showing records moving through automated actions and team alignment.

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

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  • Trigger on property changes, form submits, stage moves, or events.
  • Re-enrollment controls to prevent loops.
  • Lists and segments to target precisely.
A workflow builder showing branching logic and actions for customer journey orchestration.

Actions that get work done

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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.

A clean UI showing a dashboard with task forms, an inbox, and a data table for CRM, messaging, and data operations.

Branching and timing

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Use delays, if/then branches, and goal steps to route records based on behavior and outcomes.

A workflow builder showing branching paths, delays, and goal steps to route records based on user behavior.

Testing and governance

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Test with samples, track revisions, and use permissions to protect critical automations.

A dashboard showing test results, revision history, and granular permission settings for automation workflows.

Have a question for our sales team?

Give us a call and we'll walk you through it.

Frequently asked questions

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