Marketing Automation Workflow Examples by Customer Event
A library of workflow patterns organized around lead, appointment, opportunity and customer events.
New lead workflow
Acknowledge the enquiry, preserve source, assign ownership and create the first follow-up action.
Booked appointment workflow
Confirm the booking, send appropriate reminders and notify the owner of important changes.
Opportunity workflow
Use stage changes to create tasks or communication only when the stage definition makes the trigger reliable.
Customer workflow
Onboarding, review requests and reactivation can be automated selectively when timing and eligibility are clearly defined.