This section of the Automation area is your home for general Workflow information and step-by-step how-to guides. Inside, you will find articles that explain how workflows are built, configured, and troubleshooted so you can automate repetitive tasks and keep your business processes running consistently.

Browse the articles in this folder to learn how triggers, actions, settings, and the Workflow Builder come together to power your CRM’s automations.

Frequently Asked Questions #

What is a workflow? #

A workflow is an automation made up of a trigger that starts it and one or more actions that run in response, allowing repetitive tasks to happen automatically without manual effort.

What will I find in this Workflows folder? #

You will find general workflow information and how-to guides drawn from the Automation section, covering everything from building your first workflow to configuring advanced triggers and actions.

Where do I create and manage workflows? #

Open the Automation section from the sidebar, then use the Workflows tab to create new workflows, edit existing ones, and monitor how they are performing.

What kinds of tasks can a workflow handle? #

Workflows can send emails and SMS, update contact and opportunity records, route contacts down different paths, manage internal notifications, and connect with external systems, among many other tasks.

Do I need technical skills to build a workflow? #

No. The Workflow Builder uses a visual, drag-and-drop interface, so you can assemble triggers and actions without writing code. The how-to articles in this folder walk you through each step.

Where can I get help if a workflow isn’t behaving as expected? #

Check the troubleshooting articles in the Automation section for common fixes, and reach out to CORE CONNECT if you need hands-on assistance optimizing or repairing a workflow.