Workflows are automated sequences of actions that run in response to triggers. Think of them as "if this happens, then do that" rules that work around the clock so you do not have to perform repetitive tasks manually.

For example, you can create a workflow that automatically tags a contact as "Hot Lead" when they open three or more of your emails, then assigns them to a sales rep, and sends a Slack notification to your team. All of this happens without any manual intervention.

Workflows consist of three main building blocks: Triggers are events that start the workflow, such as "Contact created," "Email opened," "Deal stage changed," or "Form submitted." Conditions are rules that decide whether the workflow should continue, like "If contact industry equals Technology" or "If deal value is greater than $10,000." Actions are the tasks the workflow performs, such as "Send email," "Add tag," "Create deal," "Wait 2 days," or "Send webhook."

You build workflows visually using the drag-and-drop Workflow Builder. Connect triggers, conditions, and actions by dragging lines between them. The visual interface makes it easy to understand the logic at a glance and share workflows with team members.

Workflows run automatically once activated. You can monitor their execution in the Workflow Logs, where you will see each instance of the workflow running, which contacts it processed, and whether each step succeeded or failed. If a step fails, the workflow pauses and notifies you so you can investigate and fix the issue.