Visual Workflows

Automate your lead handling with conditional logic and multi-step actions.

Automation Engine

Workflows allow you to trigger actions based on lead data. For example: "If state is NY, send to HubSpot AND notify Slack NYC channel."

Workflow Components

  • Triggers: Triggered on form submission or popup lead capture.
  • Conditions: Field-based filters (Field = X).
  • Actions: Webhooks, Slack notifications, Email alerts, or CRM sync.
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Last updatedDec 31, 2025