Enroll or Unenroll Contacts in Sequences with Automated Workflows

Automated Workflows make it very easy to enroll, transfer or end outreach via Sequences for any contact. Our simple 'If this, then that' workflow methodology provides for any number of creative conditional scenarios that you can build to put your outbound on autopilot.

Common use cases

Simply define your trigger condition 

Using a Task condition in our Automation Workflow builder in the example below and specifically targeting the Outcome of the task. Setting specific follow up for common sales objections is also a popular approach.

Then, define the follow up action using Transfer or End (Sequences)

In the example below a qualifying contact that had a Task completed with an outcome of 'Call Connected' would then be automatically removed for any active Sequence.