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Introduction to LeadCenter Workflows

* Page referenced in this article: workflows page.

Workflows are designed to help automate repetitive tasks, streamline client communication, and improve operational efficiency throughout your firm. Whether it's automating follow-up emails, scheduling tasks, or managing client onboarding, workflows reduce manual effort, ensuring your team can focus on what truly matters—building relationships and driving growth.

If you are migrating from Redtail or Wealthbox CRMs, there are a major differences between LeadCenter Workflows and those CRMs workflows:

1. Other CRMs workflows are not automated. You have to trigger the workflow manually. With LeadCenter Workflows, you can automate triggering the workflow when a contact is created or updated. Also you can schedule the workflow to automatically run in a certain date in the future to send mass email or mass texts to contacts.
2. With LeadCenter, you can send emails and text messages internally and externally from within workflows.
3. LeadCenter Workflow can be used to automated calling new leads.
4. You can use filters in LeadCenter Workflows to apply the workflow to contacts that meet the filter conditions.

LeadCenter Workflow Engine

LeadCenter worflows is power by an advanced workflow engine to power multiple modules in LeadCenter including:

1. Contact Workflows: design workflows that can be triggered manually or automatically when a contact is created or updated.
2. Customer Segments: Create predefined list of contacts filtered based on certain conditions (ex: contacts that came from radio). Customer segments can be used in filters in contact workflows, email marketing, and text marketing. Also it can be used as a filter in Sales pipeline and contact dashboards.
3. Email Marketing*: LeadCenter Email marketing uses the same workflow engine as other workflows in LeadCenter. The only difference is that email marketing is triggered using a pre-determined schedule in the future. You can send mass email to thousands of contacts.
4. Text Marketing**: Same as email marketing, text marketing is triggered using a pre-determined schedule in the future and you can send mass texts to thousands of contacts.

*Email marketing workflows require subscribing to LeadCenter Email Marketing Plan.
**Text marketing workflows require subscribing to LeadCenter Text Marketing Plan.

Creating a Workflow

Follow these steps to set up your first workflow:

1. Start a New Workflow: Click on the New Workflow button to begin creating your workflow.
2. Choose a Trigger: Select your trigger from the following options:
   • Manual Trigger: Start workflows manually.
   • Contact Created: Trigger workflows when a new contact is added.
   • Contact Updated: Trigger workflows when a contact’s information is modified.
3. Set Up Filters: Apply filters to narrow down the contacts the workflow will affect. Filters can be set based on standard or custom contact fields.
4. Add Actions: Define the actions your workflow will perform, such as:
   • Send Text Message: Notify contacts or team members via text message.
   • Send Email: Automate personalized email communications.
   • Update Contact: Automatically update contact details.
   • Create Task: Assign tasks to your team members automatically.