Set your workflow trigger

In this example, we are using "form submitted". Common triggers are:

  • Form submitted

  • Appointment confirmed

  • Tag added

Remove from all workflows

This is to be used when you need to remove a lead from your nurture workflows especially when the workflow is for an appointment or booked free trial. You do not need this if your workflow will be sent to contacts who need to remain in other workflows.

Add/Update opportunity

This is where you will automate the process of updated your contact's pipeline stage. Not all workflows need this.

Assign user

Your workflow will be sending messages to your contact and your messages will indicate a user (who are they coming from). You will need to assign a user to your workflows in most cases.

Internal notification

You may want to notify your team in instances where someone submits a form, books and appointment, or is simply added to your workflow. You can send 3 types of notifications:

  • SMS (subject to Twilio fees)

  • Email

  • Push Notificatoin


A wait is used to pace your workflow. You may also want to use a wait to send an sms to make sure they are sent at appropriate times. You will use the "advance window" here. You can also set a wait based on:

  • A Condition

  • Appointment time

  • Contact reply

Add Task

Automating tasks is a great way to make sure your team completes certain actions that can't be automated here. Remember to use your contact name in your task otherwise it may be hard to tell who it's for at a glance.

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