Campaign Builder Help Center

Overview of Workflow Actions

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

  • Outgoing Webhook: Send data to another system, like a custom CRM or analytics tool.
  • Mailchimp: Sync contacts or trigger campaigns automatically.
  • Slack: Send notifications to Slack channels for real-time updates.
  • Klaviyo: Add contacts or trigger campaigns in your Klaviyo account.
  • Pipedrive: Add or update deals and contacts in your CRM.
  • Add to List: Automatically add someone to a Campaign Builder list for segmentation.
  • Send SMS: Send a text message to a contact.
  • Send Email: Send an email to a contact automatically.

Tips:

  • Combine multiple actions to automate complex processes.
  • Start with basic actions like “Send Email” or “Add to List” before integrating external tools.

Example:
When someone signs up via a form:

  • Send a welcome email.
  • Add them to your “New Leads” list.
  • Notify your Slack team.