Content AI - Images

This article explains how to manage AI-generated images within a CRM system, detailing features for tracking, assessing, and reusing content effectively.

Content AI - Text

This article provides an overview of managing AI-generated content in a CRM, detailing tracking and adjustments to ensure consistency in brand messaging.

Exporting Data With Zapier

This article guides you through setting up a workflow using Zapier to export data from a CRM form to a Google Sheet, enabling efficient data management and automation.

Facebook Conversion API Workflow Trigger Not working?

This article provides troubleshooting steps for the Facebook Conversion API workflow, ensuring correct trigger setup, real data testing, and reviewing error messages for effective conversion tracking.

How to get a Conversion List for Google Ads in Workflows

This article provides a detailed guide on setting up conversion tracking in Google Ads, covering each step from accessing your account to configuring workflow integrations for effective campaign management.

Inbound IVR

This article outlines the capabilities of an IVR system, detailing how features like voicemail, message delivery, input collection, and call connection enhance customer communication and business efficiency.

Premium Actions - Array Functions (action)

This article discusses the Array Functions Premium Action, a tool within your workflow for managing and manipulating array data effectively, especially in scenarios like Shopify order processing.

Premium Actions - Custom Webhook (action)

This article details the Custom Webhook LC Premium Action, which facilitates real-time data exchange between CRM systems and external services, enhancing workflow automation and accuracy.

Premium Actions - Date/Time Formatter (action)

This article covers the Date/Time Formatter Premium Workflow Action, detailing its functionality to change, compare, and calculate dates and times, aiding various business processes.

Premium Actions - Google Sheets (action)

This article introduces the Google Sheets Premium Workflow Action, a versatile tool designed to automate tasks in Google Sheets such as adding, updating, and deleting rows, tailored for various professionals and organizations.

Premium Actions - Number Formatter (action)

This article introduces the Number Formatter Premium Action, detailing its capabilities to convert, format, and generate numbers across various business contexts, enhancing data management and presentation.

Premium Actions - Slack (action)

This article outlines how to use the Workflow Slack Premium Action to automate messaging within Slack, improving team communication and operational efficiency.

Premium Triggers - Inbound Webhook (trigger)

This article explains how Inbound Webhooks enhance CRM functionality by automating data transfer from external systems, streamlining processes like eCommerce integration and customer support.

Workflows - A Simple Calendar Workflow

This article guides you through creating a simple calendar workflow in a CRM, including setting triggers, assigning users, and sending notifications.

Workflows - Builder Overview

This article outlines how to set up and manage workflows in a CRM system, detailing steps to create, edit, and organize workflows for efficient business automation.

Workflows - Builder Tab

This article outlines how to use the Workflow Builder in a CRM to create and manage automated processes, including testing and publishing workflows.

Workflows - Create New Workflow

This article provides a guide on creating and managing workflows in a CRM, including selecting templates, organizing with folders, and editing workflow settings.

Workflows - Enrollment History Tab

This article explains how to use the Enrollment History Tab in workflows, including editing titles, filtering logs, and reviewing actions taken on contacts.

Workflows - Execution Logs Tab

This article provides guidance on using the Workflow Status Table to monitor and manage customer statuses and actions within a workflow system.

Workflows - Loop Lockouts

This article explains the Loop Lock feature in workflows, designed to prevent endless action loops by halting repetitive processes after certain thresholds.

Workflows - Settings Tab

This article details the settings tab in workflow management, covering options for contact re-entry, communication management, and how to draft or publish workflows.

Workflow Actions

This article guides you through adding workflow actions to automate tasks, like sending emails or SMS, after setting triggers.

Workflow Triggers

This article details how to set up and customize workflow triggers in a CRM system, enabling businesses to tailor triggers to specific events and improve operational efficiency.

Workflow Actions - Manual SMS (action)

This article explains how to integrate Manual SMS actions into workflows, allowing for personalized follow-ups assigned to specific team members.

Workflow Triggers - Appointment Status (trigger)

This article explains the Appointment Status Trigger, which activates workflows based on changes in appointment statuses, enhancing business process automation.

Workflow Actions - Goal Event (action)

This article discusses the Goal Event feature in workflows, which advances contacts based on achieving predefined objectives, enhancing efficiency.

Workflow Triggers - Call Status (trigger)

This article discusses the Call Status Trigger, a tool that automates workflows based on the status and direction of calls, enhancing communication efficiency.

Workflow Actions - Event Start Date (action)

This article explains how to set the start date for events in workflows, allowing users to schedule and manage communications more effectively.

Workflow Triggers - Contact Changed (trigger)

This article explains the Contact Changed trigger, which automates workflows in response to updates in contact details like Tags and DND status.

Workflow Actions - Math Operation (action)

This article details how to use math operation functions in CRM workflows to calculate scores and automate actions based on specific criteria.

Workflow Triggers - Contact Created (trigger)

This article details the Contact Created trigger, which activates workflows when a new contact is added, with options to customize using tags and custom fields.

Workflow Actions - If/Else Condition (action)

This article explains how to use If/Else conditional logic in workflows, enabling dynamic path selections based on specific conditions to optimize processes.

Workflow Triggers - Contact DND (trigger)

This article explains the Contact DND trigger, which activates workflows based on changes to a contact's Do Not Disturb settings for communication channels.

Workflow Actions - Wait Event (action)

This article explains the wait event in workflows, a tool that pauses the workflow until specific conditions are met, improving engagement timing.

Workflow Triggers - Contact Tag (trigger)

This article details the Contact Tag workflow trigger, which activates when tags are added or removed, allowing efficient management and follow-up with contacts.

Workflow Actions - Go To Event (action)

This article explains the Go-To event in workflows, which simplifies moving contacts between events in complex, multi-branch workflows.

Workflow Triggers - Stale Opportunities (trigger)

This article explains the Stale Opportunities trigger in workflows, designed to automate actions for opportunities deemed stale after a specific duration.

Workflow Actions - Manual Calls (action)

This article describes how to set up a Manual Call workflow action in CRM to facilitate direct calls from team members to contacts after specific triggers.

Workflow Triggers - Birthday Reminder (trigger)

This article details the birthday reminder trigger in CRM workflows, which sends celebratory notifications to enhance customer relationships on special days.

Workflow Actions - Assign To User (action)

This article outlines how to use the "Assign to User" action in workflows to distribute tasks among team members using single or round-robin assignments.

Workflow Triggers - Contact Triggers

This article provides an overview of the various Workflow Triggers in the Contact category, each designed to enhance contact management and improve personalized communication in CRM systems.

Workflow Actions - Add To Workflow (action)

This article explains how to use the "Add to Workflow" action to transfer contacts seamlessly between different workflows after reaching specific steps.

Workflow Triggers - TikTok Lead Form Submitted (trigger)

This article describes the TikTok Form Submitted trigger, which automates workflows within your CRM when a lead form from TikTok is submitted.

Workflow Actions - Remove Assigned User (action)

This article discusses the "Remove Assigned User" workflow action, which automates the removal of users from a contact after specific events.

Workflow Triggers - Video Tracking (trigger)

This article explains how to set up a Video Tracking Workflow Trigger in your CRM, ensuring accurate tracking by adjusting video settings and applying filters.

Workflow Actions - Add To Notes (action)

This article details the "Add to Notes" workflow action, which allows users to append detailed notes to contact records for enhanced information sharing.

Workflow Triggers - Invoice (trigger)

This article discusses how to use the Invoice trigger in workflows for automating tasks related to invoice and payment status, enhancing financial management.

Workflow Actions - Add/Update Opportunity (actions)

This article explains how to use the Add/Update Opportunity workflow action to automate updating or creating opportunities in a CRM pipeline.

Workflow Triggers - Abandoned Checkout (trigger)

This article describes the Abandoned Checkout trigger, which engages customers who leave your site without completing a purchase, using filters like duration and cart value.

Workflow Actions - Remove Contact Tag (action)

This article describes how to use the Remove Contact Tag workflow action to delete tags from contacts, helping manage and organize your contact database efficiently.

Workflow Triggers - Shopify Triggers

This article introduces Shopify Triggers for workflows, including Abandoned Checkout, Order Placed, and Order Fulfilled, to enhance e-commerce operations on Shopify.

Workflow Actions - GMB Messaging (action)

This article outlines the GMB Message workflow action, which lets you send messages to contacts via Google My Business from within your CRM system.

Workflow Triggers - User Login (trigger)

This article details the User Login trigger, which activates workflows upon user login to a membership platform, enhancing management and user experience.

Workflow Actions - CRM Actions

This article provides an overview of CRM Actions in workflows, detailing various actions like adding tags, updating opportunities, and managing user assignments to optimize CRM processes.

Workflow Triggers - Pipeline Stage Changed - (trigger)

This article describes the Pipeline Stage Change workflow trigger, which activates when an opportunity card moves through stages in the pipeline, with customizable filters for targeted actions.

Workflow Actions - Add Contact Tag (action)

This article explains how to add a new tag to your existing tag list in a CRM system, including steps to type and save the new tag.

Workflow Triggers - Opportunity Status Change (trigger)

This article explains how to set up the Opportunity Status Change trigger in CRM workflows, detailing its activation based on specific status changes and available filters.

Workflow Actions - Voicemail (action)

This article explains how to add a Voicemail action to a workflow, detailing steps for assigning users and uploading the voicemail file.

Workflow Triggers - Product Started (trigger)

This article outlines how to set up the Product Started trigger in workflows, which activates when a customer begins using a product, enhancing management and customer experience.

Workflow Actions - Messenger (action)

This article explains how to use the Messenger workflow action to send messages via Facebook Messenger, including setting up templates and adding attachments.

Workflow Triggers - Products Access Removed (trigger)

This article explains how to use the Product Access Removed trigger in workflows, which activates when a customer's product access is revoked, enhancing control and customer management.

Workflow Actions - Instagram DM (action)

This article details how to use the Instagram DM workflow action to engage with potential leads by sending messages directly through Instagram.

Workflow Triggers - Product Completed (trigger)

This article outlines how to set up the Product Completed trigger in workflows, which activates when a customer completes their access to a product, enhancing management and customer experience.

Workflow Actions - Call (action)

This article explains the Call workflow action, detailing how to set up calls, assign users, and customize whisper messages for efficient lead response.

Workflow Triggers - Offer Access Granted (trigger)

This article explains how to use the Offer Access Granted trigger in workflows, which activates when a customer is granted access to a specific offer, enhancing offer management and customer experience.

Workflow Actions - Send SMS (action)

This article explains how to use the Send SMS workflow action to communicate with customers, detailing steps from selecting templates to testing messages.

Workflow Triggers - Product Access Granted (trigger)

This article describes setting up the Product Access Granted trigger in workflows, which activates when a customer is given access to a product, improving management and customer experience.

Workflow Actions - ChatGPT (action)

This article introduces Workflow AI as an advanced feature within CRM workflows that utilizes AI technology, specifically Chat GPT, to automate and enhance communication processes across various platforms.

Workflow Triggers - Offer Access Removed (trigger)

This article explains how to set up the Offer Access Removed trigger in workflows, which activates when a customer's access to a specific offer is withdrawn, enhancing management and customer experience.

Workflow Actions - Send Email (action)

This article explains how to use the Send Email workflow action to automate outbound emails in response to specific triggers.

Workflow Triggers - Membership New Signup (trigger)

This article outlines how to set up the Membership New Signup trigger in workflows, which activates when a customer signs up for a membership, enhancing management and member onboarding.

Workflow Action - Remove From Workflow (action)

This article explains how to use the Remove From Workflow action to exclude contacts from workflows, enhancing contact management flexibility.

Workflow Triggers - Category Completed (trigger)

This article explains how to use the Category Completed workflow trigger, which activates when a product category is completed, aiding in project management and product development.

Workflow Actions - Remove From All Workflows (action)

This article outlines how to publish workflows by setting up triggers and actions, and details using the Remove From All Workflows action for contact management.

Workflow Triggers - Category Started (trigger)

This article details how to use the Category Started workflow trigger, which activates when a category of products is initiated, enhancing project management and product development.

Workflow Actions - Remove Opportunity (action)

This article discusses how to use the Remove Opportunity action in workflows to manage sales opportunities and streamline the sales pipeline.

Workflow Triggers - Membership Triggers

This article provides an overview of the Membership category in workflow triggers, detailing each specific trigger available for managing memberships, product access, and user activities efficiently.

Workflow Actions - Send Internal Notification (action)

This article explains how to use the Send Internal Notification action to alert team members via SMS when certain workflow events occur.

Workflow Triggers - Facebook Lead Form Submitted (trigger)

This article describes how to set up the Facebook Lead Form Submitted trigger in your CRM workflow, which activates when a form on Facebook is submitted, ensuring all data is integrated into your CRM.

Workflow Actions - Set Contact DND (action)

This article guides on using the Set Contact DND workflow action to respect contacts' preferences and maintain positive customer relations.

Workflow Triggers - Email Events (trigger)

This article details how to set up the Email Event trigger in CRM workflows, which activates based on specific email actions like opens or clicks, enhancing email marketing strategies and customer engagement.

Workflow Actions - Edit Conversation (action)

This article details how to use the Edit Conversation workflow action to automate marking conversations as read/unread or archive/unarchive.

Workflow Triggers - Trigger Link Clicked (trigger)

This article explains the Trigger Link Clicked automation, which automates specific actions when a customer clicks a link, enhancing efficiency and customer interaction.

Workflow Actions- Send Review Request (action)

This article explains how to use the Send Review Request workflow action to solicit reviews, enhancing customer relations and service quality.

Workflow Triggers - Survey Submitted (triggers)

This article describes setting up the Survey Submitted trigger, which activates workflows based on survey submissions to enhance efficiency and customer interaction.

Workflow Actions - Stripe One Time Charge (action)

This article guides on using the Stripe One Time Charge workflow action to trigger a payment for a specified amount to a customer's Stripe account.

Workflow Triggers - Order Submitted (trigger)

This article explains how to set up the Order Submitted trigger in workflows, enabling automated upselling and efficient customer engagement following an order submission.

Workflow Actions - Update Appointment Status (action)

This article explains how to use the Update Appointment Status workflow action to manage and update the status of appointments.

Workflow Triggers - Order Form Submission (trigger)

This article details how to set up the "Order Form Submission" trigger, enabling workflow automation based on customer interactions with order forms on websites or funnels.

Workflow Actions - Add Task (action)

This article details how to use the Add Task workflow action in your CRM to automate task assignments, enhancing team efficiency.

Workflow Triggers - Form Submitted (trigger)

This article explains how to set up the Form Submitted workflow trigger, which activates when a form created within your CRM is submitted, facilitating automated responses and notifications.

Workflow Actions - Add To Google Analytics (action)

This article explains how to use the Add to Google Analytics workflow action to track specific user actions beyond page views, like form submissions.

Workflow Triggers - Customer Replied (trigger)

This article details how to use the "Customer Replied" workflow trigger, which activates when a message is received from a contact, utilizing advanced filters and Google's natural language processing for tailored automation responses.

Workflow Actions - Add To Google Adwords (action)

This article guides you on how to use the Add to Google AdWords workflow action to track conversions directly from your CRM.

Workflow Triggers - Task Reminder (trigger)

This article explains how to set up the Task Reminder workflow trigger, which activates based on previously created tasks in your CRM, enhancing task management.

Workflow Actions - Update Contact Field (action)

This article describes how to use the Update Contact Field workflow action to efficiently manage and update contact information in your CRM.

Workflow Triggers - Task Added (trigger)

This article describes how to set up the Task Added workflow trigger, which activates when a new task is created in the system, allowing for automated follow-up actions.

Workflow Actions - Facebook - Add To Custom Audience (action)

This article explains how to use the Add to Custom Audience workflow action to target or retarget contacts on Facebook with specific ads.

Workflow Triggers - Note Changed (trigger)

This article outlines how to set up the Note Changed workflow trigger, which activates when changes are made to a contact's note, with filters to customize based on tag presence.

Workflow Actions - Facebook Conversion API (action)

This article outlines how to add an Access Token and Pixel ID for Facebook's Conversion API in your workflow to effectively manage ad conversions.

Workflow Triggers - Note Added (trigger)

This article explains how to set up the Note Added workflow trigger, which activates when a note is added to a contact, with options to filter by tag presence for targeted actions.

Workflow Actions - AI Appointment Booking Bot (action)

This article guides you on setting up the AI Appointment Booking Bot within a workflow to automate and manage appointment scheduling.

Workflow Triggers - Custom Date Reminder (trigger)

This article describes how to set up the Custom Date Reminder workflow trigger, ideal for sending notifications on specified dates, such as account reviews or birthday messages, with filters to refine the timing of reminders.

Workflow Actions - Membership Grant Offer (action)

This article explains how to use the Membership Grant Offer workflow action to provide contacts access to membership products.

Workflow Triggers - Order Fulfilled (trigger)

This article explains how to set up the Order Fulfilled trigger in workflows, which activates when an order in your Shopify store is fulfilled, using filters like Cart Value for specific actions.

Workflow Actions - Membership Revoke offer (action)

This article guides you on using the Membership Revoke Offer workflow action to remove a contact's access to a membership product.

Workflow Triggers - Order Placed (trigger)

This article details setting up the Order Placed trigger in workflows, which activates when a customer places an order through your Shopify store, enabling tailored actions like sending internal notifications.

Workflow Actions - Opportunity Updates (action)

This article explains how to add and customize Custom Fields for Opportunities in your CRM to better track sales and tasks unique to your business.

Workflow Triggers - Proposals and Estimates (trigger)

This article explains how to use the Proposals and Estimates trigger in workflows, enabling actions based on changes in document states, ideal for updating records, sending invoices, and managing follow-ups.

Workflow Actions - Facebook - Remove From Custom Audience (action)

This article details how to use the Remove from Custom Audience workflow action to manage audience segmentation in Facebook advertising campaigns.

Workflow Actions - Webhook (action)

This article explains how to use the Webhook workflow action to automate sending contact details to external websites directly from your CRM.

Workflow Actions - Update Custom Value (action)

This article discusses the Update Custom Value Action in CRM workflows, a tool for modifying values at the sub-account level to automate and enhance tracking across various business metrics.

Workflow Actions - Copy contact to another account (action)

This article explains how to use the "Copy Contact" feature in CRM systems to duplicate contacts efficiently across different accounts.

Workflow Action - Find Contact (action)

This article details how to use the "Find Contact" action in CRM workflows to locate contacts based on specified criteria like custom field values.

Workflow Actions - Drip (action)

This article explains the Drip Action in CRM workflows, a tool used to control the pace at which contacts progress through various steps by setting batch sizes and intervals.