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Introduction to LeadCenter Workflows

* Page referenced in this article: workflows page.

Workflows help automate repetitive tasks, streamline client communication, and improve operational efficiency across your firm. Whether automating follow-up emails, scheduling tasks, or managing client onboarding, workflows minimize manual effort, allowing your team to focus on what truly matters—building relationships and driving growth.

If you are migrating from Redtail or Wealthbox CRMs, here are the key differences in LeadCenter Workflows:

1. Workflows in other CRMs are not automated; they must be triggered manually. In LeadCenter, workflows can be set to trigger automatically when a contact is created or updated. You can also schedule workflows to run on a specific future date to send mass emails or texts.
2. LeadCenter allows you to send emails and text messages both internally and externally within a workflow.
3. Workflows can automate calls to new leads.
4. Filters can be used to apply workflows only to contacts that meet specific conditions.

LeadCenter Workflow Engine

LeadCenter workflows are powered by an advanced workflow engine used across multiple modules, including:

1. Contact Workflows: Create workflows that trigger manually or automatically when a contact is created or updated.
2. Customer Segments: Define predefined contact lists based on specific conditions (e.g., contacts acquired from radio ads). These segments can be used as filters in workflows, email marketing, text marketing, the sales pipeline, and contact dashboards.
3. Email Marketing*: Uses the same workflow engine but triggers emails on a scheduled future date.
4. Text Marketing**: Functions similarly to email marketing but sends text messages on a scheduled future date.

*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.