Workflows 3.0—now with templates and advanced automation capabilities

Workflow Automation in Freshsales helps you cut back on repetitive manual tasks every day. From following up with contacts, to sending emails, to updating fields, workflows help you take some of the most mundane tasks and automate them.

We’re happy to announce that the Workflows feature now has two major updates—templates and advanced conditions.

Templates

For Admins new to the CRM or those looking to set up a customized workflow, Freshsales offers templates that offer pre-set conditions and actions. This allows admins to turn on a workflow with the click of a button instead of setting it up from scratch. Similarly, for users who want to build customized workflows, templates enable them to find an existing workflow and build on top of them by adding more conditions and actions.

With templates, workflows can now be used to automate your routine with greater ease and help reduce reliance on tech support to automate basic tasks.

With this update, users get access to new templates across 3 categories—

1. Productivity templates, i.e., templates that help automate processes related to contact or deal assignment.

2. Follow-up templates, i.e., those that help with following up on tasks or lifecycle stage movements.

3. Deal automation templates, i.e., workflows that help automate deal creation and update based on milestones.

Use templates that can be enabled out-of-the-box and save time through automation from Day one. Find a template that works for you, enable it, and automate mundane tasks at the click of a button.

Advanced conditions

Freshsales now supports nested conditions when configuring a workflow. This allows you to create multiple blocks of conditions that can be a combination of AND/OR between blocks and within a single block. For example, if you have 4 conditions—A, B, C, and D, with nested conditions, you can create a variety of workflow combinations such as (A) AND (B) AND (C) AND (D); or (A (OR) B) AND (C OR D), and more.

Benefits of using Freshsales workflows

• Productivity from Day one

Automate repetitive tasks, streamline processes, and be more productive from Day one. Are you new to the product? Doesn’t matter. Setting up workflows no longer requires a  complex understanding of the product. Select from pre-set templates and enable workflows without having to set them up from scratch.

• No Code Automation at the click of a button

Use the fields in the CRM to set up an automation that is targeted and specific. Use conditions to filter out records based on field values and run specific actions. For example, you can set up a workflow that sends your contacts birthday greetings based on the birthday field set up in the CRM. Similarly, you can also update fields based on the status of a reference field. Say you’d like to update deal status based on task completion, then there’s a workflow for that.

• Complex Workflows for your complex business

Workflows activate a series of actions based on AND/OR conditions. Use nested conditions to build advanced workflows that are triggered under very specific conditions and then run an array of actions such as creating tasks, updating records, and sending emails/SMSs and reminders. Move away from having to update your CRM manually.

• Build on top of existing workflows

Use templates to find a basic workflow and add more conditions and actions to it to run workflows that are robust and help reduce manual tasks far more effectively.

So go ahead, try out the advanced capabilities of workflows today and move your organization towards more automation. Refer to the help article on templates and nested conditions to understand more.