Workflows

Actions are the tasks that your workflow performs after triggers and logic. Campaign Builder includes the following

Logic lets your workflow respond differently depending on conditions. Campaign Builder uses If/Else statements to handle logic.

Step-by-Step Instructions

Adding a trigger is simple and only takes a few clicks

Triggers are what kick off a workflow. They are based on user actions or system events. Campaign Builder offers four main triggers

An automation workflow lets you automatically handle leads, messages, and tasks based on user behavior - without any coding. Workflows save time, reduce manual work, and help ensure every lead or user receives the right communication at the right time.