Building Your First Simple Workflow
Last updated July 30, 2024
Let's get your hands dirty with a practical example and build a simple workflow to get you comfortable with Enflow's automation power. This workflow will demonstrate the basic concept of connecting a trigger to an action, creating a basic automation chain.
Creating a Simple Workflow: New Lead Notification
This workflow will send you an email notification whenever a new lead is added to your CRM.
- Create a New Workflow: Navigate to the "Workflows" section of your dashboard and click on "Create New Workflow."
- Name Your Workflow: Give your workflow a descriptive name, for example, "New Lead Notification".
- Select a Trigger: From the list of available triggers, choose "New Lead Added."
- Connect to Your CRM: Enflow will guide you through connecting your workflow to your chosen CRM (e.g., HubSpot, Salesforce).
- Select an Action: Add an "Send Email" action block to the workflow.
- Configure Email Details: Customize the email subject, body, and recipients (in this case, your email address). You can include details from the new lead data (e.g., name, email, company) in the email using dynamic variables.
- Test Your Workflow: Click on the "Test" button to run a simulation and verify that the email gets sent correctly.
- Activate Your Workflow: Once satisfied with the settings, switch on the "Active" toggle to start your workflow.
Now, whenever a new lead is added to your CRM, you'll automatically receive an email notification, streamlining your lead management process.
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