Workflows

Automation Builder

Compose cross-platform automations. Click or drag a block from the palette to append it to the canvas.

Palette

Triggers, conditions, actions and delays.

Triggers

Conditions

Actions

Delays

Canvas — Positive Reply → CRM handoff

8 blocks

trigger

Instantly Positive Reply

condition

Reply Sentiment is Positive

action

Create GHL Contact

action

Assign Rep — round robin

action

Move Opportunity → Meeting

delay

Delay — 2 Business Days

action

Start Workflow — Nurture

action

Pause Lead in cold outreach