Workflows

Learn how to automatically move contacts between sequences

Hadas Rahamim avatar
Written by Hadas Rahamim
Updated over a week ago

Automate your contact outreach and optimize your nurturing efforts with Workflows. Just define the sequence enrollment criteria and automatically start following up with new content!

When?

Often times contacts reach the end of a sequence without yet replying. Instead of losing those leads, create a workflow that will automatically enroll them into a new sequence and continue to to nurture them.

How?

  • Click + New Workflow and define your workflow criteria
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  • Choose the sequence(s) from which the contact will move, the desired status, when to move them and to which sequence to move them to.
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And you're all set! From now on, all the contacts that match your defined criteria will automatically be moved to their new destination sequence and continue to be nurtured from there.

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