The Workflow Library

Capture Company Website Screenshot

Takes a screenshot of the company website and pins it as a note

Nurture Cold Contacts

Send a nurture sequence when a contact goes cold.

Follow-up on Cold Conversations

Send a email asking if an issue was resolved if the conversation goes cold

Create Task for New Ticket

Create a task when a ticket is created

Change Owner for Deal Stage Presentation

Change the deal owner when it requires a presentation

Add Notes for Positive Feedback

Add new membership notes if feedback submission is good

Notify About Expiring Quotes

Takes a screenshot of the company website and pins it as a note

Notify When Task Lacks Body

Send notification if a task has no body.