- Help Center
- Workflows & Autoresponders
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Workflows & Autoresponders
Automate your follow-up with workflows and autoresponders.
- Manage Workflows Workflows apply a whole set of actions to a lead in one step: status, pipeline stage, types, users, automatic emails and tasks. This guide shows how to find, add, organize, copy and delete workflows on the Workflows pag…
- Workflow Detail Everything a workflow does to a lead is set up on this page: status and pipeline, types, users, automatic emails and drip campaigns, tasks and fields. This guide covers each panel and the message editor, with pictures o…
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