🏗️Workflows

Before diving into automation, it's important to understand what Workflows are and why they play a critical role in scaling your operations.

What is a Workflow?

Think of a Workflow as an "if this, then that" engine, but supercharged for B2B ops. You define a dataset (via a View) and then stack up any number of actions that you want to perform on that data. Whether it’s syncing to Salesforce, enriching contacts, or applying condition logic — it all happens here.

Think of workflows as your orchestration layer: connecting apps, cleaning up processes, and ensuring things happen at the right time, in the right order, with the right logic.

Why Use Workflows?

Here’s why workflows matter:

• Save time and reduce manual effort Automate repetitive tasks like lead enrichment, asking questions to AI for accounts, or syncing contacts with Salesforce/HubSpot/etc.

• Ensure data consistency Keep your CRM, marketing platform, and analytics in sync with consistent rules and fewer human errors.

• Speed up the funnel Automate follow-ups, scoring, or handoffs to keep the customer journey moving forward without friction.

• Power deeper analysis With structured automation, your datasets become more trustworthy and your reporting more insightful.