Sales Automation Workflows
Event-driven triggers, automated task assignments, and multi-stage deal progressions.
Active Workflows
3 Triggers
100% operational uptime
Executed This Month
1,825 Actions
Saved 140+ rep hours
Avg. SLA Time
1.2 min
Sub-minute lead triage
Configured Workflow Automations
Real-time triggers responding to pipeline state changes and contact touchpoints.
WF-01Active1,420 runs
Inbound Enterprise Lead Triage & Enrichment
Trigger: When Lead Created with ARR > $50k → Action: Enrich via Clearbit, Assign to Senior AE, Post to #revenue-alerts
WF-02Active320 runs
Contract Shared -> Automated Legal Review Task
Trigger: When Deal Stage moves to Proposal Sent → Action: Create Legal Task, Set Due Date +48h, Email Counsel
WF-03Active85 runs
Closed-Won Onboarding & CS Kickoff Sequence
Trigger: When Deal Stage moves to Closed Won → Action: Generate Master Subscription Agreement, Invite to Slack Connect