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Workflows

How to set up workflows

Knocky avatar
Written by Knocky
Updated over 2 weeks 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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