Request a new workflow or updates to an existing automation. Our team will build or refine your automations so your leads, tasks, and follow-up run on autopilot — and you can continue tweaking them afterward as needed.
Please be as specific as possible — include what should trigger the workflow, what should happen next (texts, emails, tags, pipeline moves, tasks, etc.), and which funnels, calendars, or pipelines it should connect to.
Due to volume, revision cycles are limited and requests should be reasonable in scope (for example, a single workflow or a small set of related automations). Only one active workflow request per user is allowed at a time. Your automation will be built based on your submitted details, and you may freely adjust it afterward.