Skip to main content
All CollectionsCRM 2.0
Workflows Overview
Workflows Overview

This help article will explain what workflows are and how they are used within PushPress Grow CRM.

Patrick Chandler avatar
Written by Patrick Chandler
Updated this week

What are workflows?

Workflows are automated sequences that:

  • Trigger actions based on client, member, or lead behavior

  • Send emails, texts, app notifications, or task reminders

  • Move people through your sales funnel or member journey

  • Track leads or clients across pipeline stages

Think of workflows in a "if-this-then-that" style automations designed to reduce manual work and create consistent communication. When using Grow, we have the PushPress Core system synced automatically to a set "snapshot" of workflows already built for you!

Don't worry...you can always customize communication for your business!

Workflow Folders

Upon set-up, your Grow system will have pre-built workflows that are organized into the following folders:

  • Website Forms

  • Plans

  • Personal Training Appointments

  • Intro Appointments

  • Classes

  • Contacts

  • Grow Assistant

  • Gym Happy

  • Check-In Milestones

  • PushPress Settings (locked)

Workflow Triggers

A workflow trigger is the event that starts an automation. It tells the system, "If this happens, then run this workflow." Common triggers include form submissions, appointment bookings, plan additions or updates, or class detail changes. Once triggered, the workflow runs actions such as sending texts or emails, adding tags, adding tasks, or updating contact info. Triggers automate tasks and ensure the right actions happen at the right time—like automatically sending a welcome message when someone submits a free trial form.


Need More Help?

For further assistance:

  • Check out other Help Articles.

  • Use the PushPress Messenger (blue box in your CORE account).

About PushPress

PushPress is a gym management software that can help you a lot in managing your gym. We've helped thousands of local gyms streamline and professionalize their businesses with our intuitive, powerful solution for managing fitness facilities - all from the palm of their hands!

Did this answer your question?