Visual workflow builder
Tasks, stage moves, emails and texts happen on time without you.
Branching automations you can see, built by clicking, not coding.
Find it in PipeLeads CRM
- Workflows
- New workflow / Open in builder
/workflows/builderWhy it’s better
Your sales process runs itself, step by step.
Follow-up happens even on the days you forget.
In the product
See it in PipeLeads CRM.
Inside this feature
10 parts that make it work.
TriggersEvery key moment in a deal gets an instant response.Webhook received triggerCalls, forms and sign-ups elsewhere start follow-up here.Logic: If/else, Wait, Wait until, StopThe right follow-up at the right time for each deal.CRM actionsLeads get assigned and followed up as soon as the workflow runs.Send email and text stepsEvery new deal gets a timely touch.Handoffs: card and webhookOnboarding starts the moment the deal is won.MailBaser stepsA won deal can put the customer into onboarding emails the same minute.MailBaser triggerA hot marketing signal becomes a task or a deal right away.Problems panelConfidence to switch on.Canvas navigationYou build fast.
PipeLeads CRM
Put Visual workflow builder to work.
See every deal. Know the next step. Let the follow-up run itself.