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Workflows

How to set up workflows

Knocky avatar
Written by Knocky
Updated over 10 months ago

Workflows allow you to automate actions for your website visitor data.

Here are some examples of Workflows:

  • Qualify your People Feed leads, then add as a Contact record in Hubspot.

  • Check to see if Company Feed lead existing in CRM, if not, then find the CEO of the company and add as a Lead in Salesforce.

  • Pass all People Leads to a webhook to Make.com or Zapier to pass to Klayvio.

To setup a workflow, click on Workflows on the left hand navigation panel.

Click Create Workflow.

Follow the step-by-step wizard.

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