Automate Without Engineering
Build sophisticated sales workflows using our visual drag-and-drop builder. No code, no IT tickets, no waiting. Sales ops can create and modify workflows in minutes.
Intuitive Visual Design
See your entire workflow at a glance. Drag actions, connect triggers, and set conditions visually. Test and iterate in real-time before going live.
Key Capabilities
Builder Features
- Drag-and-drop interface
- Visual flow mapping
- Conditional branching
- Parallel paths
- Loop and retry logic
Trigger Types
- CRM field changes
- Email engagement events
- Website activity
- Calendar events
- Manual triggers
Action Library
- Send emails/SMS
- Create tasks
- Update CRM fields
- Assign to users
- Slack notifications
- Webhook calls
Template Library
Start with pre-built workflow templates for common use cases: lead follow-up, meeting reminders, deal stage automation, and more. Customize to fit your process.
Version Control and Testing
Test workflows with sample data before activation. Roll back to previous versions if needed. Full audit trail of all changes and executions.