This is a Beta feature, you might not see this feature in your platform yet. Contact your CSM or our support team to learn more if you want to join the Beta.
Before You Start
Subscription: Workflows require a paid subscription that includes the workflow feature.
Permissions: To create or edit workflows, you need Settings → Platform → Manage workflows. To run a workflow, you only need read access to it.
How Workflows Work
Triggers
Triggers define when a workflow starts. A workflow can have no trigger (manual only), one trigger, or multiple triggers. If multiple triggers are used, they must all produce the same resource type, for example, you can't combine a company trigger with a contact trigger.
Actions
Actions are the steps the workflow executes. Each action works with the current record in context (a company or contact). If an action returns multiple records, the workflow automatically branches and executes the next action once per record.
Conditions
Conditions route records down different paths based on their attributes. Each condition evaluates the current record and produces a True or False branch. Conditions use the same filtering system as the Lists app, so you can use any filter you'd apply there including tags, segments, scores, and CRM existence checks.
The Workflow UI
Access Workflows from the left-hand navigation. The Workflow List shows all workflows you have access to, where you can create, edit, enable/disable, or delete them.
Use the toggle in the Workflow List to activate or deactivate a workflow.
Deactivating stops future runs but doesn't delete the workflow.
Select any workflow to open it in the visual editor, where you can add, edit, or rearrange triggers, actions, and conditions.
Creating a Workflow
Go to Workflows in the left-hand navigation and click Create workflow.
Choose to Start from scratch or select a template.
Select your workflow type:
Company-based – e.g. lead qualification
Contact-based – e.g. enrichment or sequencing
Time-based – runs on a schedule
Define your trigger (e.g. company added to a list).
Add your actions:
Add/remove/move company to/from a list
Add/remove a tag
Send to webhook
Get a list of companies
Sync saved search to contact or company list
Enrich company
Configure all required fields in the editor, then toggle the workflow to Enabled.
Using templates? Templates are fully editable; delete, rearrange, or add nodes as needed. If the template includes CRM actions, review field mappings, tags, and object types to make sure they match your CRM setup.