CRM Workflow Actions Overview

When crafting workflows, you’ll encounter a variety of CRM-specific actions. These actions are designed to perform particular tasks within your CRM, such as managing tags, updating opportunities, automating user assignments, and much more. Below is an overview of some key actions you can incorporate into your workflows.

Tag Management

Apply Contact Tag
This action automatically tags a contact when a workflow is triggered. Use this feature to organize contacts by adding relevant tags as they engage with forms, surveys, or other defined events. 

Remove Contact Tag
Conversely, this action removes specific tags from a contact's record within the CRM. It’s particularly useful for decluttering contact profiles by removing outdated or irrelevant tags based on specific triggers. 

Opportunity Management

Add or Update Opportunity
This action enables the creation of new opportunities or the updating of existing ones within your sales pipeline. Automatically adjust opportunity statuses or details based on specific workflow triggers, minimizing the need for manual updates.

Remove Opportunity
This action removes an existing opportunity from the workflow, effectively managing your pipeline by eliminating irrelevant or outdated opportunities. 

Contact and User Management

Assign Contact to User
Use this action to assign a contact to a specific user or distribute contacts among team members using a round-robin method, ensuring a balanced workload and efficient monitoring.

Remove Assigned User
This action removes a user’s assignment from a contact after completing a task, such as a follow-up call or message, streamlining user management. 

Set Contact Do-Not-Disturb (DND)
Enable the DND status for a contact, preventing them from receiving certain communications. This action is vital for respecting contact preferences and legal compliance. 

Workflow Management

Add to Workflow
Automatically enroll a contact into another workflow from the current one. This action facilitates seamless transitions between workflows, ensuring contacts receive the appropriate follow-up actions.

Remove from Workflow
This action provides options to remove a contact from a particular workflow. You can either remove them from the current workflow or select another workflow within your CRM.

Remove from All Workflows
Eliminate a contact from all active workflows, ensuring that they are no longer part of any automated sequences. 

Notification and Status Management

Send Internal Notification
This action sends an alert or notification to internal users involved in a workflow, ensuring everyone is informed of important updates.

Update Appointment Status
Automatically adjust the status of an appointment when certain workflow conditions are met, keeping your scheduling system up-to-date without manual intervention. 

Set Event Start Date
This action allows users to define when an event should start, setting precise dates and times for workflow-triggered events. 

Send Review Request
Trigger an automatic request for a review from your contacts at the appropriate stage of your workflow, helping to gather valuable feedback. 

Task and Field Management

Add Task
Automatically create and assign tasks to yourself or your team members, ensuring that important actions, like follow-up calls, are not forgotten.

Update Contact Field
Modify specific fields within a contact’s record, allowing for the continuous and automated updating of contact information. 

Edit Conversation
Automatically update the status of conversations as read/unread or archived/unarchived based on workflow triggers, reducing manual steps. 

Integration Actions

Stripe One Time Charge
Initiate a one-time charge via Stripe for a specified amount when certain workflow conditions are met, streamlining your payment processing.

Google Analytics Event
Trigger a specific event within Google Analytics from your CRM workflow, allowing you to track actions such as form submissions or support requests. 

Google AdWords Conversion
Initiate a conversion event in Google Ads based on CRM activity, ensuring that key actions like form completions are tracked as conversions. 

Facebook Custom Audience
Add contacts to a specific Facebook custom audience for targeted ads, or remove them based on specific workflow triggers. 

Facebook Conversions API
Directly send web events to Facebook’s servers through the Facebook Conversions API, bypassing restrictions from third-party blocks, ensuring accurate data tracking. 

This overview provides a snapshot of the extensive capabilities you can unlock within your CRM workflows, ensuring that every aspect of your customer and opportunity management is streamlined, automated, and efficient.