Workflows are visual automations that run on top of leads, campaigns, and replies. Use them to route inbound leads, sync to a CRM, send branching follow-ups, or anything else that would otherwise require a script.
How workflows differ from campaigns
Campaigns send a fixed sequence to a list of leads.
Workflows react to events — a new lead, a reply, a tag change, a webhook — and can branch, wait, enrich, and send across channels in any order.
Most teams use both: campaigns to send the main outreach, workflows for routing replies and handling inbound.
The workflow canvas
Open Workflows → + New workflow. The canvas has three sections:
The node palette on the left.
The canvas in the middle, where you drag nodes and connect them.
The inspector on the right, where you configure the selected node.
Build a simple inbound workflow
Goal: when a new lead comes in via webhook, enrich them, add them to a campaign, and notify Slack.
Drag a Webhook trigger onto the canvas. The inspector shows the URL to send leads to.
Add an Enrich lead node. Tick the fields you want.
Add a Has email condition. The Yes branch continues; the No branch ends.
On the Yes branch, add an Add to campaign node. Pick the campaign and the lead list.
Add a Slack notify node. Pick the channel and the message template.
Click Activate. The workflow is now live.
Test as you go
Every node has a Test button. Click it to send a sample payload through that node and see the result. The canvas highlights any node that errored on the most recent run.
Run history
Open the Runs tab to see every execution of the workflow. Each row shows the trigger payload, which nodes ran, and the final outcome. Click any row to replay the run for debugging.
Common patterns
Reply routing: trigger on a reply, classify intent with AI, route interested leads to a sales teammate.
Drip on event: trigger on a tag change, send a series of branded emails over two weeks.
CRM sync: trigger on a campaign reply, push the lead to HubSpot or Pipedrive.
Unsubscribe handling: trigger on a reply containing unsubscribe, mark the lead as opted-out, pause all their campaigns.
Versioning and rollback
Every change creates a version. The version dropdown at the top lets you switch back at any time.
Draft to Live: edits go to a draft until you click Publish. Live runs use the published version.
Workflows vs. lifecycle sequences
Lifecycle sequences are pre-built workflows for common moments (welcome, trial expiry, churn). Use them as a starting point and customize, rather than building from scratch.