Build complex workflows visually. Start with a trigger, add conditions to route leads, and connect to your CRM integrations. Each branch runs in parallel, so one failure doesn't stop the rest.
Active workflow
Workflows use the integrations you've already set up. Connect your CRM once in Integrations, then use it across all your workflows.
Everything you need to automate your lead management workflow.
Start workflows automatically the moment a new lead is captured — no clicks, no delays. And this is just the beginning: card scan, QR scan, and lead update triggers are coming soon.
Push data to your connected CRM integrations. Each lead captured flows automatically to your CRM of choice with reliable delivery, automatic retries, and error handling.
Add logic to your workflows with conditions. Branch based on lead attributes like company, email domain, or custom fields. Route leads to different integrations based on criteria.
Automatically tag leads as they flow through your workflow. Tags are added to leads and included in CRM integration payloads, helping you categorize and track lead sources.
Transform and rename fields before sending to integrations. Perfect for target systems that expect specific field names or when you need data transformations — your data arrives exactly the way your CRM wants it.
Combine two workflow branches back together after a condition. Perfect for reunifying conditional paths before sending to a final integration or performing a shared action.
When a workflow branches, each path runs in parallel — one failed branch doesn't block others, and smart concurrency keeps you safely inside your CRM's rate limits. Perfect for sending to multiple CRMs at once.
Save time and eliminate manual data entry with automated lead syncing.
Build workflows visually with drag-and-drop. No coding required—connect triggers to actions by drawing lines between nodes.
One-click "Tidy Up" button automatically arranges your workflow nodes in a clean, organized hierarchy. Keep complex workflows readable.
Works seamlessly with your connected integrations. Set up your CRM once and use it across all your workflows.
Workflows run automatically in the background. No manual intervention needed—leads flow to your CRM within seconds of capture.
Track every workflow run with detailed per-action logs — see which steps succeeded, which failed and why, with durations and success rates at a glance.
Trigger a test run with a sample lead before activating a workflow. Draft, activate, pause, or archive workflows whenever you need — you stay in control.