PLEASE NOTE: You are on the Freshsales Classic support portal. Please click here to access the brand new support portal for Freshsales.

Resources

Products

What are workflows?

Modified on: Tue, 21 Apr, 2020 at 12:25 PM

Workflow in Freshsales allows you to automate certain actions as soon as an event trigger occurs or at a specific date/time. You can automatically update field properties, send email alerts, create follow up tasks and also send notifications to third party apps via webhook based on certain criteria.