Workflow
A Workflow in CRM is a configured sequence of automated steps, triggered by a defined event or condition, that executes a business process without requiring manual intervention at each step. Workflows translate business requirements into system-enforced behavior: when a lead score reaches 75, the workflow assigns the lead to the SDR team and creates an outreach task; when a deal advances to the Proposal stage, the workflow sends an internal notification to the deal desk and requires a specific field to be completed. CRM workflows range from simple single-step automations to complex multi-branch processes that handle different scenarios with different actions. The quality of a CRM platform's workflow engine, its reliability, scalability, and configurability, is a primary technical criterion for operations teams managing sophisticated process automation requirements.
A workflow in CRM is a configured sequence of automated steps triggered by an event or condition, when a deal reaches a stage, notify the manager and create a task. Workflows enforce that a process runs the same way every time and remove manual follow-through. They are the everyday building block of CRM automation, from simple alerts to multi-step processes.
Frequently Asked Questions
A configured sequence of automated steps triggered by an event or condition, such as creating a task and sending a notification when a deal changes stage.