Automation & workflows — found from sitemap — Close

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Facts read from this source

• Workflow purpose Report an error

  “Workflows can be used to automate tasks and outreach.”

• Workflow trigger types Report an error

  “Lead event Custom Activity event Opportunity event Contact event Call event Meeting Activity event Form submission event”

• Workflow steps Report an error

  “Updating a Lead based on a specific event that occurs Send emails or SMS messages to a Contact Create and assign a Task to a user Create a new Opportunity”

• Workflow step delay range Report an error

  “You can delay a Workflow step from 1 minute up to 365 days.”

• Workflow goal types Report an error

  “Incoming email Recipient contact Incoming SMS Recipient contact Incoming call Recipient contact Meeting booked Recipient contact, Calendar syncing Lead Status change Outcome met Recipient contact”

• Workflow goal behavior Report an error

  “Workflow Goals can automatically pause a Workflow Run when qualifying events occur while the Run is active.”

• Workflow send on behalf setting Report an error

  “In order for any Workflow step to send an email or SMS on a user’s behalf, they must have “Allow automated Workflows to send on your behalf” enabled in Settings > Send As:”

• Workflow run once default Report an error

  “When a communication step is added to a Workflow, “Run Once” is selected by default.”

• Workflow default communication window Report an error

  “By default, any Workflow with an email or SMS message step will be sent Monday through Friday at a random time between 9AM - 4PM using the Contact’s timezone (local timezone or Estimated local timezone).”

• Workflow timezone estimation Report an error

  “If the Contact has a single phone number, we calculate their timezone based on the country code & area code of that number.”

• Workflow blackout dates Report an error

  “Create calendars and assign them to Workflows to prevent email and SMS messages from being sent on certain days (holidays, vacations, etc).”

• Workflow blackout dates permission Report an error

  “A user must have the “Manage Workflows” permission to manage and apply Blackout Date calendars.”

• Workflow manual trigger Report an error

  “Workflows can be triggered manually on Leads or Contacts.”

• Workflow bulk trigger Report an error

  “To trigger a Workflow for a list of Leads in bulk, click on the Workflow icon on the top right bar of the Leads view and select “Trigger Workflow”:”

• Workflow run actions Report an error

  “Based on the Run’s status, you will see options to Resume, Pause, Retry, and/or Delete a Run.”

• Workflow reporting metrics Report an error

  “Goal Met (%) — The percentage of Recipient contacts that have reached the “Goal Met” status in comparison to all of the Recipient contacts who have completed the Workflow. Avg Time To Goal (days) — The average number of days it takes a Recipient contact to reach a Workflow Goal. Responded by Step — For each Workflow step, the number and percentage of Recipient contacts that reached a Workflow Goal after the step was completed.”

• Workflow rate limit notification Report an error

  “When rate limiting occurs, the Workflow Owner will receive an email notification with details and suggested next steps.”

• Workflow draft state Report an error

  “Newly created Workflows begin in a Draft state and require a name, trigger, and at least one step in order to be activated.”

• Workflow archive behavior Report an error

  “When a Workflow is archived, all active Runs are paused and no more steps will be executed.”

• Workflow duplicate Report an error

  “You can create a new Workflow by duplicating an existing Workflow by clicking the More icon (three dots) and selecting “Duplicate” on any Workflow.”

• Workflow default recipient fallback Report an error

  “If the field is empty or the selected Recipient is not available when the Workflow runs, the Primary Contact on the Lead will be the Recipient.”

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