Use conditions to decide which path a record follows.
Define the event and conditions that make an action relevant.
Give repeatable work a repeatable process.
Build workflows around CRM events, conditions and actions. Make the next step part of the process.
Talk to the teamWhen a deal moves to Proposal
If the amount is over $10,000
Then create a follow-up task and assign the owner
Workflow automation, in practice.
Update records and assign ownership through configured actions.
Use supported workflow actions to apply changes consistently to your CRM records.
Create related tasks and review workflow executions.
Create a task for the next action and inspect execution results when reviewing the process.
Bring your own process.
Discuss your records, team responsibilities and configuration needs with the Plumto team. We’ll help you evaluate the fit.
Questions about
Workflow automation.
What does a Plumto workflow consist of?
A visual workflow builder with triggers, conditions and actions. Talk to us about the actions and configuration your team needs.
Can I see what a workflow did?
Yes. You can review workflow executions when you check how your process is behaving.
Let’s talk about
your sales process.
Show us how your team works. Explore where Plumto fits.