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September 7, 2023
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.