Workflow Automation

Workflow Automation is how Saleszium does the repetitive work for you. You define the rules once, and the platform handles follow-ups, assignments, tasks and messages automatically.

The building blocks#

Every workflow is made of three parts:

1. Trigger - the event that starts it. For example: a form is submitted, a new lead is created, or a deal changes stage.
2. Conditions (optional) - rules that must be true to continue. For example: only if the lead came from the pricing page.
3. Actions - what happens. For example: send an email, assign to a teammate, create a task, or add a delay before the next step.

What you can automate#

• Lead routing - assign new leads to the right person automatically.
• Follow-ups - send a message a set time after an event.
• Task creation - generate a to-do for your team when something needs a human.
• Multi-step sequences - chain actions with delays into a nurturing flow.

Why it matters#

Manual follow-up is where deals and tickets go to die. Automation makes sure every lead gets a timely response and every routine step happens consistently - without anyone remembering to do it.

How to use it#

1. Open Automation / Workflows.
2. Create a workflow and choose a trigger.
3. Add conditions to narrow when it runs.
4. Add one or more actions, including delays for multi-step flows.
5. Activate it and monitor how it performs.

See Build a workflow for a worked example.