Product Updates

If you’re a tech-enabled team who needs to scale without overpaying for enterprise sales software, you’ve found the right sales tool.

September 7, 2023
New Feature

Automated Triggers + Workflows

  • We've renamed Sequences to Workflows, and added the ability for you to automatically trigger your Workflows.
  • Any Workflow can now have automated triggering criteria. Triggering criteria can include most fields related to the Lead and associated Contacts.
  • The trigger will fire any time a lead is created or updated to match your specified filters. Leads that were already matching your specified criteria will not trigger the workflow.
  • Only the primary contact on the lead will be enrolled when the trigger fires.
  • By default, the Workflow creator will be set as the assigned User for any Workflow steps. Use Send As settings for more advanced sending options.
  • For more details, check out our Help Center guide.
An example of triggering criteria