Onboarding customers with a series of helpful emails.

Creating a new ticket in the system when someone reaches out through social media or email.Aside from launching surveys, workflow automation can take care of tickets, cases, and common questions by sending a series of emails or creating tasks.Īutomated tasks in customer service include: Workflow automation is incredibly useful in customer service. Whether it’s marketing, human resources, or finance, the technology can help you work smarter, not harder.īelow, we’ll cover some of the most popular workflow automation examples. Here’s what a workflow can look like from start to finish.Īlmost every department in your business can benefit from workflow automation. The sales rep then reaches out personally, ending the automated workflow.The CRM creates a new task and assigns it to a sales rep.A thank you email is sent to the lead, confirming the date and time.The lead clicks through to the meeting scheduler and creates an appointment.The first email of the drip campaign is sent to the lead, requesting to schedule a meeting.It creates a new deal and sets the status to 'New.' The action automatically enrolls the visitor in a drip campaign.Let’s walk through an example workflow for turning a form submission into a deal opportunity. It then branches off depending on the action that was taken by a lead, employee, or another stakeholder. Workflow automation typically relies on a series of if/then statements to trigger another task. After you establish the rules and logic, automated workflows can send emails, set up reminders, schedule tasks, trigger drip campaigns, and more - all without anyone in your team touching a single button.īy leveraging self-operating processes that run manual tasks, workflow automation can help your business save time and money, diminish errors, and boost productivity. Workflow automation is the process of using rule-based logic to launch a series of tasks that run on their own without any human intervention.

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