7. Automate with workflows

A workflow is the automation: what happens, to whom, in what order. It is separate from the campaign on purpose — one workflow can watch several campaigns, and a campaign can have several workflows running against it.

​

Build one

Go to Workflows and create one. You get a canvas: a trigger at the top, then the steps that follow.

​

Pick a trigger

The trigger decides who enters and when. It is not limited to “joined a campaign”:

• A lead joins a campaign
• A lead’s status changes
• A meeting is booked, or one is missed
• An opportunity moves stage
• A lead matches a Smart View
• A date field arrives — a renewal, a contract end

Scope the trigger to the campaigns it should watch, or leave it workspace-wide.

​

Add steps

• Email — from your connected mailboxes, using a template
• LinkedIn — connection request or message
• Call — a task in the assigned rep’s queue
• SMS and WhatsApp
• Wait — hours or days
• Condition — branch on anything you hold about the lead
• Update — change a status, assign an owner, add a tag

​

Use the safety rails

These exist because the failure they prevent is messaging real people wrongly, and that cannot be undone. Review before enrolment. A lead who has been through this workflow before is held for your approval rather than enrolled silently. You see who is waiting and decide. This is what stops a filter change re-messaging people you contacted last month. Sending limits. Set a daily budget per mailbox and a sending window. Leadey drips sends across the day instead of firing a thousand emails at nine in the morning, and warms new mailboxes up gradually. Exit conditions. A workflow stops for a lead who replies, books a meeting, or gets an opportunity. Set these before you turn anything on — a sequence that keeps chasing someone who already replied is the fastest way to lose them. Suppression. Unsubscribes and bounces are added to a workspace-wide suppression list and enforced on every send. You cannot email someone who opted out, from any campaign, by accident.

​

Test on yourself first

Add yourself as a lead, let the workflow run, read what arrives. Every merge field, every link, every signature. It takes ten minutes and catches the things a preview does not.

​

Turn it on

Activate the workflow, then activate the campaign. Watch the first day’s sends in Inbox before you increase volume.

​

What you should have now

Outreach going out, on a schedule, to the right people, with guards against the mistakes that matter.