Automate the repetitive CRM admin tasks that drain your team's selling time.
Every sales team has a set of repetitive admin tasks that happen around the same events: a deal reaches negotiation stage so a manager needs to be notified; a lead goes uncontacted for 48 hours so an SLA breach alert should fire; a new customer is marked Won so an onboarding task should be created. These tasks happen dozens of times per week — and either a human is doing them manually (wasteful) or they're not being done consistently (costly). Workflow automation handles them reliably, every time, without human intervention.
The key distinction from sequences is that workflow automation handles CRM state changes and internal operations — updating fields, sending Slack notifications, assigning tasks, creating deals. Sequences handle external outreach to prospects. Most mature sales operations use both: sequences for outreach cadences, workflow automations for the internal operations that run the business. Together they eliminate the vast majority of repetitive CRM admin work.
Visual Workflow Builder
Drag-and-drop trigger → condition → action canvas. No code required.
Triggers
Stage change, field update, form submission, time elapsed, deal created, call logged, lead score change.
Actions
Create task, send email, send WhatsApp, update field, assign rep, send Slack message, enrol in sequence, create deal.
Conditional Branches
Add if/else logic — e.g., if deal value > Rs.5 lakh, notify manager; otherwise send standard acknowledgement email.
Audit Log
Every automation execution is logged — what triggered it, what action ran, and whether it succeeded or failed.
Manufacturing company automating credit approval escalation
A machinery manufacturer in Rajkot had an informal rule: any deal over Rs.20 lakh needed MD approval before a price quote was sent. This was handled by WhatsApp messages to the MD — inconsistently, with frequent oversights. A workflow automation now triggers automatically when a deal value exceeds Rs.20 lakh at proposal stage: creates an approval task for the MD, sends a Slack notification with deal details, and pauses the proposal sequence until approval is logged. Zero oversight failures since implementation.
EdTech company triggering onboarding sequences on payment confirmation
A Hyderabad EdTech company was manually sending onboarding emails when a student paid — a task handled by a team member monitoring payment notifications. A workflow automation now triggers the moment a payment is marked complete in the CRM: it creates the student record, enrols them in the onboarding WhatsApp sequence, notifies the batch coordinator, and schedules a 7-day check-in call. The manual onboarding step was fully eliminated.