CRM Glossary
What is Workflow?
A defined sequence of automated steps triggered by an event or condition. Workflows can update records, send notifications, create tasks, and route data between systems without manual intervention.
Related terms
- Webhook
- An automated HTTP callback triggered when a specific event occurs in your CRM (e.g., deal closed, contact created). Webhooks push real-time data to external systems without...
- Win Rate
- The percentage of deals that close as won out of the total deals that reached a decision stage. Win rate is a key indicator of sales effectiveness and is used to calibrate...
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