Most guides build a workflow. In the sidebar, under Automation, select Workflows to
start one. See Workflows for how a workflow is built, tested, and published.
Inbound leads
Demo request routing
Qualify a demo request, route it to the right rep, and show that rep’s calendar on the form.
Speed to lead
Assign and alert a rep the moment a lead arrives, then step in if nobody works it.
Lead qualification
Check work email, enrich, and test fit before a lead reaches sales.
Account-based routing
Send leads from accounts you already work to the account owner.
Leads who didn't book
Follow up when someone submits a form but leaves without booking.
Reminders and no-shows
Send meeting reminders and follow up when a guest doesn’t show.
Handoffs between teams
MQL to SQL handoff
Route a marketing-qualified lead (MQL) to sales the moment it qualifies.
Handing off between reps
Book the account executive’s meeting, or reassign a meeting to another rep.
Sales to customer success handoff
Assign a customer success manager and brief them when a deal closes won.
Signals and outbound
Product-qualified leads
Route users to sales when product usage shows buying intent.
Website visitor to outbound
Identify a website visitor, enrich them, assign a rep, and start a sequence.
Closed-lost re-engagement
Bring closed-lost accounts back to their owner when they show interest again.
Event and trade show follow-up
Enrich, route, and sequence the leads from an event list.
Routed leads to sequences
Add a routed lead to a sequence with the assigned rep as the sender.
Tools
Marketo
Capture Marketo forms, send Marketo leads to a workflow, and write results back.
Clay
Call a Default workflow from a Clay table, and send records from Default to Clay.