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Workflows

When X happens, do Y. Move a deal, tag a contact, send a template, create a task.

Automations
3 min read
automations
workflows

Workflows run in the background. A trigger (deal moves stage, contact created, form submitted, tag added) fires one or more actions.

Common patterns - Deal won: create onboarding task, send welcome email, add tag. - Form submitted: create contact, assign to owner, notify Slack. - Tag added (masterlist): enroll in Newsletter Journey.