Workflows & Opportunities
Help Documentation for Grow Workflows Menu
By Dave and 3 others4 authors44 articles
- Grow | Update Custom Values Within A WorkflowThe Update Custom Value Workflow Action is a powerful tool that automates updating custom values within Grow.
- Grow | Understanding Your WorkflowsAre you curious how a workflow in your system is triggered? Why do some workflows have a set trigger and others do not? Here's a flowchart
- Grow | Using the Contact Changed Workflow Trigger
- Grow | Using the Conversion List for Google Ads with Triggers and Workflows
- Grow | Workflow Recipes
- Grow | Customizing Delivery Timeframes Within Workflows
- Grow | How To Use Workflows to Assign Users to Leads
- Grow | Using Multiple Triggering Events in Workflows
- Grow | Set Up Automated Calls And Voicemail Drops in a WorkflowWithin the Workflow builder, you may want to setup an automated sequence of calls and voicemail drops.
- Grow | Create A Customized Lead Nurture Workflow Using Custom Field ResponsesWant to create an entirely unique custom journey for leads based on the answers they complete on a form? Here's how:
- Grow | Where Did That Message Come From?Trying to determine where a specific message came from within the workflows of your Grow account. Here's how to find it!
- Grow | Manage and Use Manual Actions in WorkflowsManual Actions are tasks added to your system in the form of a queue and must be completed manually.
- Grow | Wait ActionsNow you have the ability to use wait action steps and go to specific points of a workflow. Here's how it works
- Grow | Eliza AI Automatic Booking Bot
- Grow | Create A Simple Refer A Friend Marketing ToolAsking current clients for referrals is an easy way to generate new hot leads! Current customers are your best marketing tool.
- Grow | Understanding The Opportunities Folder & Its' Expected FlowHow do some workflows get triggered and how can you understand what triggers what in your Grow CRM? Here's a flowchart that can help!
- Grow - Task ManagementUtilize Grow for task assignments and management with your staff
- Grow | After Hours Auto MessagingWant to send out an auto text if someone calls, or sends a message after hours?
- Grow | Using the Edit Conversation Action in Workflows
- Grow | Using The Go-To Function In Workflows
- Grow | Facebook Conversion API Trigger in WorkflowsIf you’re running Facebook ads, you’ll likely want to take advantage of the Conversions API.
- Grow | Using The Event Start Date In WorkflowsThe Event Start Date action allows you to build automation around a specific date & time.
- Grow | Plan Categories & Plan Names As Workflow TriggersWant to trigger a workflow based on different plan names or categories?
- Grow | If/Else Workflow ConditionUsing the If/Else Workflow condition allows you to create different paths within a Workflow.
- Grow | Changing Workflow Messaging Or Adding A Message To A Workflow SequenceWant to customize the messaging in a workflow? Here's how!
- Grow | List of Workflow Triggers
- Grow | Using The Wait Action In The Workflow Builder
- Grow - Stale OpportunitiesDo you have opportunities in your leads pipeline that you want to move after a set period of time?
- Grow | Adding A Contact To A Specific Starting Point In A WorkflowSometimes you may want to add someone to a specific point in a workflow, rather than the beginning. Here's how to do it
- Grow - How to remove a contact from a workflowWhen a contact get's added to an unintentional workflow you can easily remove them if it was a mistake
- Grow - How to self diagnose how a contact entered a workflowWhen you see a message in your conversations tab and need to figure out how a contact got added to a workflow, here's what you do
- Grow | How to Create A Power Dialer WorkflowCreating a power dialer workflow for your lead pipeline
- Understanding Grow WorkflowsThis article will overview the pre-loaded workflows in your Grow account.
- Grow | Workflow Goal ActionsYou've probably thought about how cool it would be if contacts who meet a certain condition or goal event could move to a specific part
- WhatsApp Messaging In Workflows in Grow by PushPress
- Grow | Adding A Contact To Multiple Opportunities
- How to Use Workflow AI in Grow: Build, Fix Errors, and Improve WorkflowsThis help doc shows you how to use Workflow AI in Grow to understand what a workflow does, fix errors, and get smart suggestions for what to do next. It…
- How to Pause and UnPause Workflows in Bulk (Grow)Want to learn how to schedule and pause your workflows during the Holidays? Or, want to turn them off temporarily? Then this workflow will teach you how to do it…
- Grow | How the At-Risk Member Workflow WorksThe At-Risk workflow helps you keep track of members who stop checking in, so your team knows when to reach out and re-engage them. This happens automatically in the background…
- How to Use the PAR-Q Form in PushPress GrowThe PAR-Q form lets your gym collect health screening information from leads and members before they attend their first class - automatically, with no manual follow-up.
- How to Use the Waiver Form in PushPress GrowThe Waiver form lets your gym collect signed liability agreements from leads and members before they attend their first class — automatically, with no manual follow-up.
- How to Set Up Your Free Trial Class Calendar in PushPress GrowThe Free Trial Class Calendar lets leads book a spot in one of your group classes — while making sure you capture their contact info first.
- How to Set Up Your Free Intro Appointment Calendar in PushPress GrowThe Free Intro Appointment Calendar lets leads book a one-on-one intro session with a specific staff member — while making sure you capture their contact info first.
- How to Automate Personal Training Appointments in PushPress GrowThe Personal Training Appointments snapshot gives you six ready-to-use workflows that handle your personal training appointment lifecycle automatically.