PipeLeads CRMPL-11.02

Visual workflow builder

A map-like canvas: choose a trigger, add steps with +, configure each in the right panel; autosave with undo/redo.

Find it in PipeLeads CRM

Workflows
New workflow / Open in builder

/workflows/builder

The chain

From what it does to where it takes you.

01

FeatureWhat it does
Branching automations you can see, built by clicking, not coding.
02

AdvantageWhy it beats the usual way
Your sales process runs itself, step by step.
03

BenefitWhat you get
Tasks, stage moves, emails and texts happen on time without you.
04

Promised LandWhere it takes you
Follow-up happens even on the days you forget.

In the product

See it in PipeLeads CRM.

Workflow builder canvas for Chase a proposal after three days: a Deal stage changed trigger connected to a Wait 3 days delay and then a Create task action, with a step palette on the left and a details panel showing No problems on the right — Workflow builderBuild follow-up automations by dragging steps onto a canvas.

Inside this feature

7 parts that make it work.

Workflows › Visual workflow builderPL-11.02.1TriggersEvery key moment in a deal gets an instant response.Workflows › Visual workflow builderPL-11.02.2Logic: If/else, Wait, Wait until, StopThe right follow-up at the right time for each deal.Workflows › Visual workflow builderPL-11.02.3CRM actionsLeads get assigned and followed up as soon as the workflow runs.Workflows › Visual workflow builderPL-11.02.4Send email and text stepsEvery new deal gets a timely touch.Workflows › Visual workflow builderPL-11.02.5Handoffs: card, webhook, hubOnboarding starts the moment the deal is won.Workflows › Visual workflow builderPL-11.02.6Problems panelConfidence to switch on.Workflows › Visual workflow builderPL-11.02.7Canvas navigationYou build fast.

Try it yourself

Put Visual workflow builder to work.

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

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