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.
Select your Source (Company Feed or People Feed)
Fill our your filter, qualification, or persona criteria.
Select your Output(s).
Make sure you toggle the on switch on the top left to enable your workflow.