PipeLeads CRMPL-12.06

Agent drafts workflows

Your idea becomes a working draft in a minute.

It asks when something is unclear and never switches workflows on itself.

Find it in PipeLeads CRM

Agent
Automate with a workflow

/agent

Why it’s better

Automation without learning a builder.

The automations you kept meaning to build finally exist.

In the product

See it in PipeLeads CRM.

Agent Approvals tab with 2 waiting proposals. The first is a drafted workflow, Proposal follow-up by text and task: it starts when a deal moves into the Proposal stage, sends a text with merge fields, waits 2 days, then creates a call task for the record owner, and its status reads Draft, switched off. The second is an email to Michael Chen about the Global Enterprises Package. Each card has an approval hash, an expiry countdown and Reject and Approve buttons — Agent approvals with a drafted workflowDescribe an automation in one sentence. The agent drafts it switched off and waits for your OK.

PipeLeads CRM

Put Agent drafts workflows to work.

See every deal. Know the next step. Let the follow-up run itself.

Check out PipeLeads CRM See pricing