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How workflows work
A workflow starts with a trigger and then runs one or more actions. Useful small-business workflows include new-lead acknowledgement, appointment reminders, sales follow-up, internal alerts, and review requests.
Start with five workflows
- New lead acknowledgement
- Appointment confirmation
- Appointment reminder
- Unresponsive lead follow-up
- Post-service review request
Use stop conditions
Automations should stop or branch when the contact replies, books, buys, opts out, or is otherwise no longer in the original scenario.