Build a workflow

This walkthrough builds a practical automation: when a new lead comes in, assign it to a salesperson and send a welcome email. It shows the trigger → conditions → actions pattern you'll reuse everywhere.

The goal#

When a new lead is created from the pricing page, assign it to a rep and send a welcome email.

Steps#

1. Open Automation / Workflows and create a new workflow.
2. Choose the trigger: new lead created.
3. Add a condition: source is the pricing page (so only high-intent leads qualify).
4. Add the first action: assign to a teammate.
5. Add a second action: send email - pick or write a welcome message.
6. (Optional) Add a delay, then a follow-up action a day later.
7. Activate the workflow.

Test it#

1. Trigger the event yourself (submit the relevant form, or create a test lead).
2. Confirm the lead is assigned and the email is sent.
3. Check the workflow's run history.

Related#

• Workflow automation - the full concept.
• Capture leads with forms - a common trigger.