What's in this video: An intro to workflows - automated actions in CallersIQ triggered by events you choose.
- What workflows are — automated actions set off by triggers (e.g., a new lead, a deal stage change), with nearly endless possibilities
- Building one — choosing a trigger and action, like auto-emailing a new lead, plus customizing the sender, subject, shortcodes, images, and content
- Example use cases — review-request emails on "Closed Won," delayed service reminders, task creation, text messages, and auto-assigning contacts
- Getting started — the team walks you through best practices and helps you build a few to reduce manual work and keep leads from slipping through
Creator: Joseph - VP of Sales
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