Create Workflow

Build an automated workflow to streamline your processes

Workflow Details

Workflow Name

Description

Visual Builder

Design your workflow visually by connecting triggers, conditions, and actions

Select Trigger

Lead Source

Contact Type

Include Existing Contacts

If enabled, the workflow will run once for each existing contact that matches the criteria

Conditions

Match ALL conditions (AND)

Match ANY condition (OR)

Actions

No actions added yet. Click "Add Action" to get started.