Automate the busywork. Focus on what matters.
Workflows, lead capture, scoring, and scheduling that run on autopilot so your team can spend time selling, not clicking.
What is workflow automation?
Workflow automation replaces repetitive manual tasks with rules that run automatically. When a lead fills out a form, the system creates a contact, assigns an owner, sends a welcome email, and moves them into your pipeline. Your team stays focused on conversations, not busywork.
Workflow Builder
Set up triggers, conditions, and actions to automate repetitive tasks.
- Visual workflow builder with drag-and-drop steps
- Trigger on events: deal stage change, tag added, form submitted, email opened
- Conditional branching based on field values or contact attributes
- Actions: send email, update field, assign owner, create task, add tag, Slack notification
- Test workflows before activating
Lead Capture Forms
Embeddable forms that feed directly into your CRM pipeline.
- Customizable form fields mapped to CRM properties
- Embed on any website with a single code snippet
- CAPTCHA protection against spam submissions
- UTM parameter tracking for attribution
- Automatic contact creation with duplicate detection
Auto-Tagging
Automatically tag contacts based on their behavior and attributes.
- Rule-based tagging triggered by email engagement, form fills, or deal changes
- Combine multiple conditions for precise targeting
- Tags sync across contacts, companies, and deals
- Use tags to power contact groups, campaigns, and workflows
Lead Scoring
Prioritize your hottest leads with automatic scoring.
- Assign point values to actions: email opens, link clicks, page visits, form fills
- Negative scoring for disqualifying signals
- Score thresholds trigger workflows or notifications
- Score visible on contact cards and pipeline views
Lifecycle Stages
Track where every contact is in your sales process.
- Default stages: Subscriber, Lead, MQL, SQL, Opportunity, Customer
- Customize stages to match your sales process
- Automatic stage progression based on workflow rules
- Filter and report by lifecycle stage
Meeting Scheduler
Public booking pages that sync with your calendar.
- Shareable booking page link for each team member
- Availability synced with Google Calendar or Outlook Calendar
- Automatic timezone detection for international prospects
- Confirmation and reminder emails sent automatically
- Meetings logged as activities on the contact record
Automate your sales process
Build your first workflow in minutes.
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