Boost productivity with automated workflows
Get more done with automated lead qualification, follow up emails, tasks & more
Salespeople spend a lot of time doing repetitive manual tasks every day —following up on leads, sending emails, raising invoices, updating fields, and more. With Workflows in Freshsales, you can sit back and let the system do the work for you. Create workflows on a simple point-and-click interface in a jiffy. Automate the most complex business processes effortlessly, reduce manual dependency, and save time to sell more.
Workflows activate a series of actions based on AND/OR conditions. Create ‘If-Then’ rules based on field properties and trigger workflows. Choose from an array of actions that should be performed - create tasks, send emails/SMSs, reminders, update fields, assign records, trigger webhooks, and more. Automate monotonous manual tasks and improve the productivity of your sales teams.
Choose from the existing pre-set templates and turn on your workflow with the click of a button. You can choose from various actions like sending a follow-up, adding a new deal, and more. You can also build a customized workflow with templates. Pick an existing template, add your preferred conditions, and quickly create a workflow of your choice instead of setting it up from scratch.
Use nested conditions to trigger actions based on multiple factors with advanced workflows. Group your conditions under different categories and automate your preferred actions with a few clicks.
Streamline your key tasks, increase efficiency, and improve task accuracy. With Workflows, you can let the system take care of processes for you, save time, and let you focus on selling more.
Introduce yourself to new leads by setting up personalized welcome emails.
Automatically update contact statuses with behavioral triggers, and move contacts to your customer onboarding pipeline.
Set up invoices for prospects to be sent to them automatically when they convert to a customer.
Understand the customer journey, and set triggers to automate lead qualification. Ensure that leads move forward without manual intervention.
Always communicate at the right time by scheduling SMSs and emails for contacts as well as account owners.
As you grow, you might forget to follow up with a lead sometimes. With a follow-up workflow, never miss an opportunity.
It might be hard to keep track of your appointments. Set up a reminder to allow time for preparation.
For all your monthly/annual subscription renewals, you can schedule renewal reminders for subscribers
Never forget the important days. Schedule personalized emails for birthdays, anniversaries, and other occasions.
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