Workflow Automation

Category: Workflows

Automate your sales process with Velocity Workflows.

Creating a Workflow

Go to the Workflows page and click Create Workflow. Choose a trigger event and add sequential steps.

Trigger Types

  • *Lead Added*: Fires when a new lead enters your CRM
  • *Stage Changed*: Fires when a lead moves to a new pipeline stage
  • *Deal Closed*: Fires when a deal is marked as closed
  • *No Contact 3 Days*: Fires when a lead hasn't been contacted in 3 days

    • Step Actions

  • *Send SMS*: Automatically send a text message to the lead
  • *Wait*: Pause for a specified number of minutes before the next step
  • *Create Task*: Create a follow-up task or reminder

    • Workflows can be toggled on/off at any time.