Workflows in Freshsales allow you to automate 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 send notifications to third-party apps via webhooks.
You can use the readily available workflow templates and alter them to suit your use-cases. These templates can be found under Admin settings > Workflows:
You can click on the Preview button to look at the workflows's structure and setup. Clicking on the "enable" button enables the workflow template into live action. You can also choose to make changes to the template, Save the workflow as draft and deploy it when necessary.
Alternatively, you can choose to manually tailor-make your workflows. Here's how you do it:
WORKING EXAMPLE: To understand workflows better, let’s consider a simple example. Let’s consider that you would like to send an automated welcome email to new prospects created every day.
Refer to the blue box throughout this article to understand step-by-step how this working example is configured in a workflow.
1. Go to Admin Settings > Manage Workflows. This opens the workflows page from where you can configure workflows. You can either opt to create a workflow or choose from the Workflow templates on this page.
In the case of our example, let’s opt to create a workflow from scratch.
Working Example Step 1(WES 1): Select Contact when configuring your workflow
2. Click . This opens the page where you can configure a workflow from scratch.
3. Give your Workflow a name and a description and select the module on which you plan to run the workflow. You can choose between one of the following modules:
WORKING EXAMPLE: In the case of our example, let’s opt to create a workflow from scratch.
Working Example Step 1(WES 1): Select Contact when configuring your workflow
NOTE: Once a module is selected, and other conditions are set in place, you cannot switch to other modules. Trying to do so will erase all conditions and triggers set in place for the module.
4. Configuring your workflows consists of setting up three components:
- Triggers: Triggers define the frequency with which the workflow is to be activated for a record. Choose between triggers that run on a record when it is created or updated or run periodically— say monthly, weekly, or yearly. Similarly, you can also opt to run the workflows only once for the record or recurrently. Here are the triggers that are offered:
Based on record action (Availability: Growth plan onwards)—
When the record is created: The Workflow is executed only when the record is created.
When the record is created or updated: The Workflow is executed every single time the record is created or updated to modify the fields in the condition section.
Based on date & time (Availability: Pro plan onwards)—
Every Day: Workflow is executed daily at a specified time for all records.
Every Week: Workflow is executed weekly on a specified day of the week and at a specific time for all records.
Every Month: Workflow is executed weekly at a specified day of the week and at a specific time for all records
Choose the recurrence of the workflow on a specific record based on your business requirements. You can choose between one of two options:
Once, for each record: This is best used when the update needs to be made only once to a field for the contact. After the first update, this workflow will not be triggered for the contact even if the trigger conditions are met again.
For example- If the first touch point of contact is established, say through email or phone, then you can choose to change the Contact Lifecycle Stage to Contacted. Here, the contact lifecycle stage needs to be changed only once during the entire lifecycle of the contact. Hence, ‘Once, for each record’ is used.
Recurrently, for the same record: This option is better suited when a field update will need to be multiple times as and when trigger conditions are met.
For example- Whenever an email is received from the contact, it is best to create a follow-up task for the sales rep. With recurring triggers, the workflow will be triggered every time an email is received from the contact. Hence, ‘Recurrently, for the same record’ is used.
WES 3: In the case of our example, let’s select the trigger as every day and opt to run the workflow Once, for each record. This will allow us to configure a workflow that will run every day to look for contacts with matching conditions. However, once it runs on a contact with matching conditions, it will never repeat for the same contact again.
With Conditions, you define the scenario when the workflow should be executed.
Configure AND/OR blocks with nested conditions i.e., with various combinations of conditions.
Use the Any or All toggle to define whether you want a few or all the conditions to be met for the workflow to be executed.
In the case of our example, choose conditions such as industry or country, or business size to execute the workflow. You can also use condition groups to create more specific workflows.
Freshsales allows you to create multiple blocks of conditions to enable targetted execution of the workflow. This helps you configure advanced workflows.
All or Any: You can use group together conditions as a block and opt whether you want the workflow to check whether any of the conditions are met or all of them are met. Use the toggle to set for All or Any.
AND/OR: Select AND/OR between condition groups to decide whether you want the workflow to be triggered only when All condition groups are fulfilled or any one of them is fulfilled.
Note: You can only add use either an AND or an OR operator between all condition groups. You will not be able to use both at the same time. I.e if you select AND between one condition group, then for all subsequent condition groups you can only use AND.
HELP TIP: (A) OR (B) OR (C) OR (D) & (A OR B OR C OR D) will give the same result. 4 groups with one condition each and an OR/AND in between or 1 groups with 4 conditions and OR/AND operator in between represent the same.
WES 5: In the case of our example, let’s configure the conditions Lifecycle stage is Prospect and Status is New. This workflow will run every day to look for contacts that have been newly added and are yet to be contacted.
- Actions: Finally, configure actions that should be executed when the conditions of your workflow are met. Choose from an array of actions that should be performed— create tasks, send emails/SMSs, reminders, etc., and automate monotonous manual tasks. You can also configure the workflow to create deals automatically based on conditions.
Lists the automated actions to be performed on the record. A maximum of 5 actions can be added to a workflow. The actions we provide are:
Update Primary Account
Update all related deals
Update all related accounts
Send email to sales owner
Send email to contact
Send SMS to Owner
Send SMS to All related contacts
Send email to All related contacts
Add Contact/Account/ Deal team
Add to list
- Remove from list
Send email to all attendees (applicable when 'appointments' are chosen)
WES 6: In the case of our example, let’s select Send email. This will allow us to compose a welcome email that will be sent every day to contacts for whom Lifecycle stage is marked as Prospect and status is marked as New.
This way, we have now set up a workflow that runs every day to identify prospects who’ve not been contacted and send them a one-time-only Welcome email.
Actions supported by Freshsales Workflows
- Workflows Workflows based on record action are available Growth plan onwards.
- Workflows based on date time are available from the Pro plan.
- Condition Group logic is currently supported only for Event-based workflows
When updating records using Workflows, you can opt between one of 4 options. Let’s consider an example. Say you would like to change the contract renewal date for a contact. When you select Update record and select the contract renewal date field, you can update it one of four ways:
Fixed Value: Select from a set of fixed values or available values. For example, configure a very specific date like 31/3/2023 to update the contract renewal date for all such fields to the particular date.
Reference Value: The field can be mapped with a value from another field. For example, if you want to update the contract expiry date based on the trial/subscription expiry date, you can map the contract renewal date field to the subscription expiry date field.
Relative Value: Updating the field to a value using the existing field value as a reference.
For example, use the contract renewal date as a reference and update the date field by a week or a month.
Add or Subtract Value: Updating the field to a value using the existing field value as a reference and updating it numerically.
For example, you can choose to use the contract renewal date as a reference and update the date field by 15 days.
Note: When you execute a workflow on Deals and choose to update related contact’s property, the property of all the contacts associated with the deal will be updated.
5. Click Enable.
The actions are performed immediately when the workflow is executed.
If multiple workflows are triggered at the same point, they are executed in the order of the list they are present. The top workflow will be executed first and the bottom-most workflow will be executed at the end.
You can reorder the workflows in the list view to change the sequence. To prevent the workflows from executing in an infinite loop, the sequence of workflows triggered will stop with the list from top to bottom. That is, the last workflow will not trigger the first workflow again.
1. A maximum of 10 conditions and 5 actions can be performed within a workflow.
2. When you edit a workflow, it is not possible to change the entry point and record type.