๐จโ๐ญ Run Automated Actions Using Workflows
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1Mastering Workflows: Connecting Forms to Pipelines
In this tutorial, Haplin walks you through the process of connecting a form to a sales pipeline using workflows. Learn how to automate lead creation within the sales pipeline every time a form is filled out. Haplin explains how to create a workflow from scratch, including setting up triggers and actions, and provides a step-by-step guide to ensure that your leads are properly tracked and managed. This video serves as an introductory module to leveraging workflows for increased efficiency in tracking and nurturing leads. Get ready to enhance your small business impact by mastering these automation tools!