Intelligent Workflow Automation: Automate Sales Tasks

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href="https://www.freshworks.com/products/"> Start Free Trial</a> <input type="hidden" class="go-to-dashboard" value="Go To Account" aria-label="go to dashboard"/> </li> </ul> <ul class="l-nav-list nav-company-menu"> <li class="nav-main-item caps-heading-12 home-link"> <span class="nav-sub-item nav-company-logo"> <a tabindex="-1" href="/"> <img class="logo logo-fworks " src="/static-assets/images/common/company/logos/logo-fworks-white.svg" alt="Freshworks" /> </a> </span> </li> <li class="nav-main-item caps-heading-12 hide-in-mobile" > <a class="nav-label" href="/crm/demo-request/" rel=" " >Demo</a> </li> <li class="nav-main-item caps-heading-12 hide-in-mobile" > <a class="nav-label" href="/crm/pricing/" rel=" " >Pricing</a> </li> <li class="nav-main-item caps-heading-12 hide-in-mobile" > <a class="nav-label" href="https://login.freshworks.com/email-login" rel=" " >Login</a> </li> <li class="nav-main-item caps-heading-12 hide-in-mobile" > </li> <li class="nav-main-item caps-heading-12 lang-selector fworks-language-selector hide-in-desktop"> <form id="lang-switch" action=""> <label for="language-selector-label" class="sr-only">Language:</label> <select id="language-selector-label" class="lang-options"> <option value="English" data-link="/">English</option> <option value="Deutsch" data-link="/de/freshsales-crm/">Deutsch</option> <option value="Español" data-link="https://www.freshsales.es">Español</option> <option value="Français" data-link="https://www.freshsales.fr">Français</option> <option value="Dutch" data-link="https://www.freshsales.nl/">Dutch</option> <option value="Portuguès" data-link="https://www.freshsales.com.br">Portuguès</option> <option value="Pусский" data-link="https://www.freshsales.com.ru">Pусский</option> </select> </form>  </li> </ul> </div> </div> <script type="text/javascript"> FW.onLoad(function () { if (window.innerWidth <= 960) { FW.$('.nav-label:not(.nav-secondary-item .nav-label), .hide-in-mobile a, .lang-selector select, .nav-secondary-item .nav-sub-label').attr('tabindex', -1); }; }); </script> </nav> <script type="text/javascript"> // Activate the navigation elements FW.onLoad(function () { FW.navigation.navLoader(); }); </script> </header> <a class="main__anchor" id="main-content"></a> <section class="banner-right first-fold section-light-bg " id ="69252818873320" > <div class="l-page container pb-lg l-home banner-right-image"> <div class="row "> <div class="col-md-6 mobile-center-desktop-left-align mb-lg banner-text-content "> <p><span class="pre-text product-pre-text">WORKFLOWS</span></p> <h1>Boost productivity with automated workflows</h1> <p class="sub-text">Get more done with automated lead qualification, follow up emails, tasks & more</p> <div class="mt-md"> <a title="" class="button button--solid " rel="" role="button" target="_self" href="/crm/signup/"> SIGN UP FOR FREE</a> </div> </div> <div class="col-md-6 "> <div class="lazy-image-wrapper loaded " style=""> <img class="original-image fadeIn " alt="workflow automation fs" title="" src="https://website-assets-fw.freshworks.com/attachments/ckrrrr77p04k6nqg0qzgi70we-workflow-automation-fs.svg" srcset="" fetchpriority="high" /> </div> </div> </div> </div> </section> <section class="l-page container mt-md mb-md breadcrumb-section" data-scroll-target="" id =""> <a href="/crm/sales/" class="breadcrumb-item">Freshsales</a> <i class="icon-arrow-right breadcrumb-arrow"></i> <a href="/crm/sales/features/" class="breadcrumb-item">All features</a> <i class="icon-arrow-right breadcrumb-arrow"></i> <a class="breadcrumb-item breadcrumb-current" aria-current="page" href="#">Workflows</a> </section> <section id="155818842465150" class="section-bucket section-text-media pb-xl "> <div class="l-page container mb-lg"> <h2 class="align-center mb-lg">Streamline your sales processes and save time </h2> </div> <div class="feature-screenshot-left "> <div class="l-page container"> <div class="row "> <div id="feature-content-55402255098752" class=" feature-screenshot-left__content col-md-6"> <h2 class="feature-heading">What is a Workflow? </h2> <p>Salespeople spend a lot of time doing repetitive manual tasks every day —following up on leads, sending emails, raising invoices, updating fields, and more. With Workflows in Freshsales, you can sit back and let the system do the work for you. Create workflows on a simple point-and-click interface in a jiffy. Automate the most complex business processes effortlessly, reduce manual dependency, and save time to sell more. </p> </div> <div class="feature-screenshot-left__media feature-screenshot__media-container col-md-6"> <div class="lazy-image-wrapper " style=""> <img class="lazy-image " data-src="https://website-assets-fw.freshworks.com/attachments/ckxxm1ljy04wbgofnpmnsvg6i-image-5-1.one-half.png" data-srcset="https://website-assets-fw.freshworks.com/attachments/ckxxm1ljy04wbgofnpmnsvg6i-image-5-1.full.png 2x" src="https://website-assets-fw.freshworks.com/attachments/ckxxm1ljy04wbgofnpmnsvg6i-image-5-1.one-sixth.png" srcset="https://website-assets-fw.freshworks.com/attachments/ckxxm1ljy04wbgofnpmnsvg6i-image-5-1.one-sixth.png 2x" alt="image 5 1" /> <img class="original-image fadeIn " alt="image 5 1" title="" src="" srcset="" /> </div> </div> </div> </div> </div> <script type="text/javascript"> FW.onLoad(function () { const $featureContent = FW.$('#feature-content-55402255098752'); const $featureHeading = $featureContent.find('.feature-heading'); const heading = $featureHeading.length > 1 ? $featureHeading[1].textContent : $featureHeading[0].textContent; const $link = $featureContent.find('p.forward--link a'); const ariaLabel = heading + " - " + $link.text(); if($link.length && ariaLabel){ $link.attr('aria-label',ariaLabel); } }); </script> </section> <section id="128117714915864" class="section-bucket section-text-media l-section section-light-bg "> <div class="feature-screenshot-right "> <div class="l-page container"> <div class="row "> <div id="feature-content-103879228310160" class=" feature-screenshot-right__content col-md-6"> <h2 class="feature-heading">How does it work? </h2> <p>Workflows activate a series of actions based on AND/OR conditions. Create ‘If-Then’ rules based on field properties and trigger workflows. Choose from an array of actions that should be performed - create tasks, send emails/SMSs, reminders, update fields, assign records, trigger webhooks, and more. Automate monotonous manual tasks and improve the productivity of your sales teams.</p> </div> <div class="feature-screenshot-right__media feature-screenshot__media-container col-md-6"> <div class="lazy-image-wrapper " style=""> <img class="lazy-image " data-src="https://website-assets-fw.freshworks.com/attachments/cl42bw0pl009llkfnv1j2shnb-group-6.one-half.png" data-srcset="https://website-assets-fw.freshworks.com/attachments/cl42bw0pl009llkfnv1j2shnb-group-6.full.png 2x" src="https://website-assets-fw.freshworks.com/attachments/cl42bw0pl009llkfnv1j2shnb-group-6.one-sixth.png" srcset="https://website-assets-fw.freshworks.com/attachments/cl42bw0pl009llkfnv1j2shnb-group-6.one-sixth.png 2x" alt="group 6" /> <img class="original-image fadeIn " alt="group 6" title="" src="" srcset="" /> </div> </div> </div> </div> </div> <script type="text/javascript"> FW.onLoad(function () { const $featureContent = FW.$('#feature-content-103879228310160'); const $featureHeading = $featureContent.find('.feature-heading'); const heading = $featureHeading.length > 1 ? $featureHeading[1].textContent : $featureHeading[0].textContent; const $link = $featureContent.find('p.forward--link a'); const ariaLabel = heading + " - " + $link.text(); if($link.length && ariaLabel){ $link.attr('aria-label',ariaLabel); } }); </script> </section> <section id="53670934627071" class="section-bucket section-text-media pb-xl "> <div class="feature-screenshot-left "> <div class="l-page container"> <div class="row "> <div id="feature-content-112535830669665" class=" feature-screenshot-left__content col-md-6"> <h2 class="feature-heading">Create workflows instantly with templates</h2> <p>Choose from the existing pre-set templates and turn on your workflow with the click of a button. You can choose from various actions like sending a follow-up, adding a new deal, and more. You can also build a customized workflow with templates. Pick an existing template, add your preferred conditions, and quickly create a workflow of your choice instead of setting it up from scratch. </p> </div> <div class="feature-screenshot-left__media feature-screenshot__media-container col-md-6"> <div class="lazy-image-wrapper " style=""> <img class="lazy-image " data-src="https://website-assets-fw.freshworks.com/attachments/cl42u0wee01914nfn7g9p0xex-group-7.one-half.png" data-srcset="https://website-assets-fw.freshworks.com/attachments/cl42u0wee01914nfn7g9p0xex-group-7.full.png 2x" src="https://website-assets-fw.freshworks.com/attachments/cl42u0wee01914nfn7g9p0xex-group-7.one-sixth.png" srcset="https://website-assets-fw.freshworks.com/attachments/cl42u0wee01914nfn7g9p0xex-group-7.one-sixth.png 2x" alt="group 7" /> <img class="original-image fadeIn " alt="group 7" title="" src="" srcset="" /> </div> </div> </div> </div> </div> <script type="text/javascript"> FW.onLoad(function () { const $featureContent = FW.$('#feature-content-112535830669665'); const $featureHeading = $featureContent.find('.feature-heading'); const heading = $featureHeading.length > 1 ? $featureHeading[1].textContent : $featureHeading[0].textContent; const $link = $featureContent.find('p.forward--link a'); const ariaLabel = heading + " - " + $link.text(); if($link.length && ariaLabel){ $link.attr('aria-label',ariaLabel); } }); </script> </section> <section id="167938085768674" class="section-bucket section-text-media l-section section-light-bg "> <div class="feature-screenshot-right "> <div class="l-page container"> <div class="row "> <div id="feature-content-114267151141572" class=" feature-screenshot-right__content col-md-6"> <h2 class="feature-heading">Automate complex processes with advanced workflows</h2> <p>Use nested conditions to trigger actions based on multiple factors with advanced workflows. Group your conditions under different categories and automate your preferred actions with a few clicks.</p> </div> <div class="feature-screenshot-right__media feature-screenshot__media-container col-md-6"> <div class="lazy-image-wrapper " style=""> <img class="lazy-image " data-src="https://website-assets-fw.freshworks.com/attachments/ckxxm3hsc050agofnksktb0yz-group-5-3.one-half.png" data-srcset="https://website-assets-fw.freshworks.com/attachments/ckxxm3hsc050agofnksktb0yz-group-5-3.full.png 2x" src="https://website-assets-fw.freshworks.com/attachments/ckxxm3hsc050agofnksktb0yz-group-5-3.one-sixth.png" srcset="https://website-assets-fw.freshworks.com/attachments/ckxxm3hsc050agofnksktb0yz-group-5-3.one-sixth.png 2x" alt="group 5 3" /> <img class="original-image fadeIn " alt="group 5 3" title="" src="" srcset="" /> </div> </div> </div> </div> </div> <script type="text/javascript"> FW.onLoad(function () { const $featureContent = FW.$('#feature-content-114267151141572'); const $featureHeading = $featureContent.find('.feature-heading'); const heading = $featureHeading.length > 1 ? $featureHeading[1].textContent : $featureHeading[0].textContent; const $link = $featureContent.find('p.forward--link a'); const ariaLabel = heading + " - " + $link.text(); if($link.length && ariaLabel){ $link.attr('aria-label',ariaLabel); } }); </script> </section> <section id="" class="section-content-grid pt-xl " data-scroll-target=""> <div class="l-page container l-grid"> <div class="l-section-heading"> <h2 class="align-center">Automate your sales tasks</h2> <p class="align-center">Streamline your key tasks, increase efficiency, and improve task accuracy. With Workflows, you can let the system take care of processes for you, save time, and let you focus on selling more. </p> </div> <div class="row"> <div class="l-col-widget col-sm-4"> <div class="icon-small feature-description-icon-d" style=" background-image: url(https://website-assets-fw.freshworks.com/attachments/ckrrs04j504ovnqg0ohu80zba-2-welcome-new-leads.svg);" role="img" aria-label=""></div> <div class=" feature-description-text-d"> <h6>Welcome new leads</h6> <p>Introduce yourself to new leads by setting up personalized welcome emails. </p> </div> </div> <div class="l-col-widget col-sm-4"> <div class="icon-small feature-description-icon-d" style=" background-image: url(https://website-assets-fw.freshworks.com/attachments/ckrrs0d4d043lnjg0zf5ysq80-2-update-contact-status.svg);" role="img" aria-label=""></div> <div class=" feature-description-text-d"> <h6>Update contact status</h6> <p>Automatically update contact statuses with behavioral triggers, and move contacts to your customer onboarding pipeline. </p> </div> </div> <div class="l-col-widget col-sm-4"> <div class="icon-small feature-description-icon-d" style=" background-image: url(https://website-assets-fw.freshworks.com/attachments/ckrrs0d3j04ezmwg06ztaabo9-2-send-invoices.svg);" role="img" aria-label=""></div> <div class=" feature-description-text-d"> <h6>Send invoices</h6> <p>Set up invoices for prospects to be sent to them automatically when they convert to a customer. </p> </div> </div> </div> <div class="row"> <div class="l-col-widget col-sm-4"> <div class="icon-small feature-description-icon-d" style=" background-image: url(https://website-assets-fw.freshworks.com/attachments/ckrrs0d3604rtnqg0fngzi1j8-2-qualify-leads-automatically.svg);" role="img" aria-label=""></div> <div class=" feature-description-text-d"> <h6>Qualify leads automatically</h6> <p>Understand the customer journey, and set triggers to automate lead qualification. Ensure that leads move forward without manual intervention. </p> </div> </div> <div class="l-col-widget col-sm-4"> <div class="icon-small feature-description-icon-d" style=" background-image: url(https://website-assets-fw.freshworks.com/attachments/ckrrs0d3j053ngffznp4roqgs-2-convey-the-message.svg);" role="img" aria-label=""></div> <div class=" feature-description-text-d"> <h6>Convey the message</h6> <p>Always communicate at the right time by scheduling SMSs and emails for contacts as well as account owners.</p> </div> </div> <div class="l-col-widget col-sm-4"> <div class="icon-small feature-description-icon-d" style=" background-image: url(https://website-assets-fw.freshworks.com/attachments/ckrrs0d3004qmgmfzzueck8qb-2-remember-to-follow-up.svg);" role="img" aria-label=""></div> <div class=" feature-description-text-d"> <h6>Remember to follow up</h6> <p>As you grow, you might forget to follow up with a lead sometimes. With a follow-up workflow, never miss an opportunity.</p> </div> </div> </div> <div class="row"> <div class="l-col-widget col-sm-4"> <div class="icon-small feature-description-icon-d" style=" background-image: url(https://website-assets-fw.freshworks.com/attachments/ckrrs0d3304g5h2fzi0rkiaq4-2-prepare-for-appointments.svg);" role="img" aria-label=""></div> <div class=" feature-description-text-d"> <h6>Prepare for appointments</h6> <p>It might be hard to keep track of your appointments. Set up a reminder to allow time for preparation.</p> </div> </div> <div class="l-col-widget col-sm-4"> <div class="icon-small feature-description-icon-d" style=" background-image: url(https://website-assets-fw.freshworks.com/attachments/ckrrs0d4i053ogffz0gjxu20m-2-send-renewal-reminders.svg);" role="img" aria-label=""></div> <div class=" feature-description-text-d"> <h6>Send renewal reminders</h6> <p>For all your monthly/annual subscription renewals, you can schedule renewal reminders for subscribers</p> </div> </div> <div class="l-col-widget col-sm-4"> <div class="icon-small feature-description-icon-d" style=" background-image: url(https://website-assets-fw.freshworks.com/attachments/ckrrs0d2r043knjg0kopjq6qw-2-personally-wish-on-occasions.svg);" role="img" aria-label=""></div> <div class=" feature-description-text-d"> <h6>Personally wish on occasions</h6> <p>Never forget the important days. Schedule personalized emails for birthdays, anniversaries, and other occasions.</p> </div> </div> </div> </div> </section> <section class="banner-right section-light-bg " id ="171400726713348" > <div class="l-page container pb-lg l-home "> <div class="row "> <div class="col-md-8 mobile-center-desktop-left-align mb-lg banner-text-content small-banner"> <h2>Looking for an all-in-one sales and marketing solution? Try Freshsales Suite</h2> <p>Freshsales Suite combines the power of sales, marketing, chat, and telephony in one AI-powered solution.</p> <ul> <li>Attract the best leads with personalized messages</li> <li>Engage across channels - Phone, Email, WhatsApp, Chat</li> <li>Close deals faster with AI-powered insightsd.</li> <li>Deliver personalized experiences with 360° customer context</li> </ul> <div class="mt-md"> <a title="" class="button button--ghost button--small " rel="" role="button" target="_self" href="/crm/suite/"> LEARN MORE</a> </div> </div> <div class="col-md-4 "> <div class="lazy-image-wrapper " style=""> <img class="lazy-image " data-src="https://website-assets-fw.freshworks.com/attachments/ckrrs8xgq04k4mwg0awd96c88-group-2070.one-half.png" data-srcset="https://website-assets-fw.freshworks.com/attachments/ckrrs8xgq04k4mwg0awd96c88-group-2070.full.png 2x" src="https://website-assets-fw.freshworks.com/attachments/ckrrs8xgq04k4mwg0awd96c88-group-2070.one-sixth.png" srcset="https://website-assets-fw.freshworks.com/attachments/ckrrs8xgq04k4mwg0awd96c88-group-2070.one-sixth.png 2x" alt="group 2070" /> <img class="original-image fadeIn " alt="group 2070" title="" src="" srcset="" /> </div> </div> </div> </div> </section> <section id="" data-text-list="[]" data-scroll-target="#" class="pb-xl align-center pattern-light " > <div class="container banner-content l-banner " data-scroll-target=""> <h2 class="align-center">Increase efficiency and improve accuracy with Workflows </h2> <p class="sub-text">Save time and sell more. 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