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Workflow Templates
Pre-built automation workflows to help you get started quickly
Website Lead Capture
Lead Generation
Automatically capture and follow up with leads from your website forms
Complexity: Simple
Actions: 3
Event Registration Follow-up
Lead Generation
Follow up with contacts who registered for your events
Complexity: Medium
Actions: 5
Content Download Nurturing
Lead Generation
Nurture leads who downloaded your content with relevant follow-ups
Complexity: Medium
Actions: 4
Multi-step Lead Nurturing
Lead Nurturing
Nurture leads with a series of targeted emails based on their behavior
Complexity: Complex
Actions: 8
Re-engagement Campaign
Lead Nurturing
Re-engage with inactive leads through targeted messaging
Complexity: Medium
Actions: 5
Lead Scoring Automation
Lead Nurturing
Automatically score leads based on their behavior and engagement
Complexity: Complex
Actions: 6
New Customer Welcome
Customer Onboarding
Welcome new customers and guide them through initial setup
Complexity: Simple
Actions: 4
Product Training Sequence
Customer Onboarding
Provide new customers with a series of product training materials
Complexity: Medium
Actions: 7
Customer Success Check-ins
Customer Onboarding
Schedule regular check-ins with new customers to ensure success
Complexity: Medium
Actions: 5
Renewal Reminder
Customer Retention
Send timely reminders when customer contracts are up for renewal
Complexity: Simple
Actions: 3
Customer Feedback Collection
Customer Retention
Automatically collect and process customer feedback
Complexity: Medium
Actions: 4
Customer Milestone Celebration
Customer Retention
Celebrate important milestones with your customers
Complexity: Simple
Actions: 3