Workflows & Opportunities
Help Documentation for Grow Workflows Menu
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 | At Risk Messaging WorkflowThe at risk messaging workflow is designed to be used on a case by case basis to send to clients who need a little extra motivation
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 | At Risk Monitoring & At-Risk Messaging WorkflowsOne of the most important tasks for a gym owner is having a grasp on where clients are. This new 'At Risk' workflow will help!
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 - How to Create an At Risk Members WorkflowWant to create tasks and notifications for members who are on your "at risk members list" in Core?
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 create an "opt out" of text workflowSome regions require that you are compliant with text opt outs. Here's how you can set up an opt out sequence
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 | General Workflow OverviewThe workflow builder is a visual builder feature that allows you to combine trigger and campaign type features with some added functionality
Grow - Create a custom opt-in workflow campaignWant to have your customers reply with a specific "Key Phrase" you kick off a workflow campaign? Now you can!
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
Grow | WhatsApp Messaging In Workflows
Grow | Adding A Contact To Multiple Opportunities