Visual workflow builder

The HLB workflow builder is where you automate repetitive tasks. Every workflow starts with a trigger, the event that sets it in motion, such as a form submission, a tag being added, an appointment booking or an opportunity stage change. The trigger is followed by actions, the steps the workflow runs.

A local service business might use workflows for recurring processes like appointment reminders or follow-ups after a purchase. A workflow can have more than one trigger, so the same sequence can start from different entry points.

Key steps and options:

• Go to Automation, then Workflows, and click Create Workflow to start from scratch, from a template or from a ready-made recipe.
• Click Add New Trigger, choose a trigger and set its filters. You can copy a trigger to make a variation, or delete triggers you no longer need.
• Click the plus button to add actions. Copied actions, single or in blocks, can be pasted into another workflow in the same account within 15 minutes.
• In the Settings tab, you can choose whether contacts can re-enter, stop the workflow when a contact responds, set the timezone and sending time window, and set default sender details.
• While testing, you can turn off any action with its pause toggle. Disabled steps are skipped and contacts continue down the path.
• Click Test Workflow, pick a contact and click Run Test. Then save and switch the toggle from draft to publish.

Turn on Stats View to see email and SMS stats in the builder, and use the history icon to view past changes. In global workflow settings, you can pause published workflows for up to 15 date ranges, each up to 15 days, and repeat a pause yearly.

Clean up workflows and empty folders

Use Workflow Maps Cleanup to review default-named workflows, workflows with no enrollments in the last 60 days and empty folders, so your automations stay easier to manage. Review each workflow's purpose and dependencies before you confirm any deletion.