What is a Workflow?
Workflows & Automations
What is a Workflow?
The Workflow builder facilitates the automation of a wide range of processes. It allows for the integration of various modules within your workflows, which can be connected by identifying specific triggers, events, and actions.
Through this intuitive builder, the customer's path is mapped out, rendering a visual depiction of their journey.
When to Use Workflows
Workflows provide automation for your business. In many cases, they replace webhook software such as Zapier or tasks that require manual completion.
Here are several popular ways you can use Workflows:
Scheduling – You can automate your scheduling and appointment booking.
Increase your show rate – You can use them to send prospects reminders of your scheduled meetings so that they don’t forget.
Follow-ups – After completing a call, you can survey your lead for feedback or a review.
14 Workflow Recipes
To help you get set up using Workflows, the platform provides 14 Recipes. These pre-made templates contain common flows, allowing you to publish quickly. Moreover, when in the Workflow editor, you can customize these templates to suit your needs.
Here are the 14 Recipes:
Appointment booking – Send your prospect an automated meeting scheduling link.
Appointment confirmation and reminder – Decrease your no-show rate by following up with leads.
Appointment confirmation, reminder, survey, and review request – Send each new prospect a follow-up confirmation, reminder, and post-call surveys and review.
Auto missed call text-back – If a lead calls and you missed it, you can instantly follow up with an automated text.
Birthday template – Offer promotions and discounts to leads on their birthday.
FAQ auto-reply – Use this to automate responses to your most commonly received questions.
FB messenger – Respond to leads via Facebook Messenger.
Fast 5 lite – Lead nurturing within the first five minutes using email, SMS, and voicemail drops to follow up.
Fast Five – A lead follow-up message 5 minutes after becoming active.
GMB business message – Respond and notify users using Google Business Messaging.
List reactivation – If your list hasn’t been messaged or isn’t active, you can use this to find positive responses.
Send review request – After the customer has been marked as ‘won,’ you can follow up with a review request.
Webinar registration confirmation and reminders – After a prospect has signed up, you can send them follow-up reminders leading up to the webinar.
No-show template – If someone is a no-show, then you can follow up.
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