What is a Workflow?

What is a Workflow?

Workflows in Kylas is a way to automate certain repetitive tasks that are performed throughout a sales process. A workflow helps to write some Rules based on certain Triggers and Conditions followed by Actions to be performed by the system when the selected Trigger and Conditions match. Workflows can save a lot of time that a salesperson might be spending in performing those tasks manually. 

Few business use cases where a workflow can be useful:
  1. Reassign a Lead to a user when a Lead is in a certain pipeline stage.
  2. Send a welcome email to every Lead created in the system.
  3. Send Lead's email di to Mailchimp account to add to the mass mailing list.


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