Running a small business means juggling many tasks at once — from managing customers to keeping communications clear and timely. Automated workflows in your CRM can help you handle everyday tasks smoothly, so you can focus on what really matters: growing your business.
📌 Why This Matters
Automated workflows take care of repetitive tasks by handling actions like sending emails, assigning follow-ups, and updating customer information automatically. This means fewer missed opportunities, faster responses, and less time spent on manual work. Keeping your customers engaged and your processes consistent can make a big difference in building long-lasting relationships.
✨ What’s New
- Set Multiple Triggers: Easily start workflows based on different customer actions, like form submissions or appointment bookings.
- Conditional Paths: Create “if this, then that” rules to tailor communications and follow-ups depending on customer behavior or data.
🛠️ How to Use It
- Step 1: Identify common tasks or customer touchpoints that can be automated, like a welcome message after sign-up.
- Step 2: Set up triggers in your CRM to start the workflow when those actions happen.
- Step 3: Build your workflow by adding steps such as sending emails, creating reminders, or updating contact details.
- Step 4: Use conditional rules to customize how contacts move through the workflow depending on their actions or information.
- Step 5: Test the workflow to ensure everything runs smoothly, then activate it to save you time daily.
💡 Pro Tip
Automating routine communications helps you respond faster to your customers, which can lead to more bookings or sales and less time spent on follow-up calls.
