Workflows
Wf-005
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When this happens
TRIGGER
Lead created
Lead status changed
Deal status changed
Ticket created
Ticket SLA approaching breach
Ticket resolved
Email link clicked
Contact inactive > N days
If these match
CONDITIONS
lead.source
lead.score
lead.status
deal.stage
deal.amount
ticket.priority
ticket.status
ticket.assignee
contact.email
campaign.name
equals
does not equal
contains
is greater than
is less than
is empty
is not empty
AND
lead.source
lead.score
lead.status
deal.stage
deal.amount
ticket.priority
ticket.status
ticket.assignee
contact.email
campaign.name
equals
does not equal
contains
is greater than
is less than
is empty
is not empty
Add condition
Then do this
ACTIONS
1
Send email
Send notification
Assign to
Change status
Change priority
Add tag
Create task
Add to campaign
Call webhook
Strategy
Round-robin
Specific user
Least busy
Team
2
Send email
Send notification
Assign to
Change status
Change priority
Add tag
Create task
Add to campaign
Call webhook
Channel
Email
Slack
In-app
Message
Add action
2 conditions
·
2 actions