
Workflow automation typically relies on a series of if/then statements to trigger another task. It then branches off depending on the action that was taken by a lead, employee, or another stakeholder.
Let’s walk through an example workflow for turning a form submission into a deal opportunity.
1) A website visitor submits a form.
2) The action automatically enrolls the visitor in a drip campaign. It creates a new deal and sets the status to "New."
3) The first email of the drip campaign is sent to the lead, requesting to schedule a meeting.
4) The lead clicks through to the meeting scheduler and creates an appointment.
5) A thank you email is sent to the lead, confirming the date and time.
6) The CRM creates a new task and assigns it to a sales rep.
The sales rep then reaches out personally, ending the automated workflow.


Innovation
Fresh, creative solutions.

Integrity
Honesty and transparency.

Excellence
Top-notch services.
Copyright 2025. 10X AI SOLUTIONS. All Rights Reserved.