Do I need technical skills to build workflows?

Not at all. The visual builder uses drag-and-drop blocks. Pick a trigger, add actions, set delays — and your automation is live.

Can automations send both SMS and email?

Yes. You can mix SMS, email, status updates, assignments, and notifications in a single workflow.

What triggers can start a workflow?

New lead created, lead status changed, lead assigned, callback ticket created, and more. You can also trigger workflows manually.

Can I pause or stop a workflow for a specific lead?

Yes. You can cancel any active automation for a specific lead from their detail page, or pause the entire workflow.

Sales Automation

Put follow-ups on autopilot.

Automate lead assignment, follow-up sequences, status updates, and notifications. Build visual workflows that run while your team focuses on closing.

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Visual Workflow Builder

New Lead Follow-Up Sequence

Active

Trigger: New lead assigned

Wait 5 minutes

Send SMS: Welcome template

Wait 1 hour

If no reply → Send email follow-up

Wait 24 hours

Create callback ticket

Key features

Visual drag-and-drop workflow builder — no code required

Assignment actions based on configured lead fields or round-robin rules

Drip campaigns with SMS and email sequences

Status triggers that update leads automatically based on actions

Auto-create callback tickets when leads don't respond

Notification alerts for high-priority leads and status changes

Conditional branching — if/then logic for complex workflows

Schedule-aware sending — respect business hours and time zones

Capabilities

Workflow Builder

Drag-and-drop visual editor for building multi-step automations.

Assignment Actions

Assign leads with configured workflow rules and clear dispatcher review.

Drip Campaigns

Multi-step SMS and email sequences with delays and conditions.

Status Triggers

Automatically update lead status when actions are taken.

Callback Scheduling

Auto-create callback tickets for missed calls and no-replies.

Notifications

Push, email, and in-app alerts for important events.

Conditional Logic

If/then branching based on replies, status, or time elapsed.

Wait Steps

Schedule delays between actions — minutes, hours, or days.

Reply Detection

Pause or branch workflows when a customer replies.

How teams use it

Owner

Ensure no lead goes cold. Set up automations once and they run 24/7 — follow-ups happen even when your team is busy.

Dispatcher

Use workflow rules to standardize lead assignment and follow-up, while keeping exceptions visible for manual review.

Office Agent

Receive pre-qualified leads with automated welcome messages already sent. Focus on closing instead of chasing.

Frequently asked questions

Ready to get started?

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