Below are workflow examples you could roll out to automate repetitive tasks to reduce manual work and keep your data up-to-date.

Data Management Automations

Auto-Flag Personal Emails

Problem: Your team needs to identify personal vs. business email addresses for better targeting and compliance.

Solution: Create a workflow that automatically updates an "is personal email" field whenever an email address is added or updated.

Trigger: Record is Updated (People object, Email field)

Actions:

• Code action to check if email domain matches common personal providers (gmail.com, yahoo.com, etc.)
• Update Record to set the "is personal email" flag

Lead Assignment - Round Robin

Problem: New leads need to be distributed fairly across your sales team to ensure balanced workloads.

Solution: Automatically assign new leads to sales reps using a round-robin system.

Trigger: Record is Created (People object)

Actions:

• Search Records to find the last assigned rep
• Code action to determine next rep in rotation
• Update Record to assign the lead to the selected rep
• Send Email to notify the assigned rep

Lead Assignment - Territory Based

Problem: Leads should be assigned based on geographic territories or company characteristics.

Solution: Route leads to the appropriate sales rep based on location, company size, or industry.

Trigger: Record is Created (People or Companies object)

Actions:

• Code action to determine territory based on location/industry rules
• Search Records to find the territory owner
• Update Record to assign the lead
• Create Record for a follow-up task

Sales Process Automations

Opportunity Stage Management - Closed Won

Problem: When deals close, multiple manual updates are needed across different records and team members.

Solution: Automatically handle all post-win activities when an opportunity moves to "Closed Won".

Trigger: Record is Updated (Opportunities object, Stage field = "Closed Won")

Actions:

• Update Record to change Company type from "Prospect" to "Customer"
• Create Record for onboarding tasks assigned to account manager
• Send Email notification to customer success team
• HTTP Request to update external billing system

Opportunity Stage Management - Closed Lost Renewal

Problem: When renewal opportunities are lost, the customer status needs to be updated for proper account management.

Solution: Automatically update customer status when renewal deals are lost.

Trigger: Record is Updated (Opportunities object, Stage = "Closed Lost" AND Type = "Renewal")

Actions:

• Update Record to change Company type from "Customer" to "Churn Customer"
• Create Record for churn analysis task
• Send Email alert to customer success manager
• Update Record to add churn date and reason

Stale Opportunity Alerts

Problem: Opportunities sit without updates, causing deals to go cold and forecasts to become unreliable.

Solution: Send automatic alerts when opportunities haven't been updated recently.

Trigger: On a Schedule (daily)

Actions:

• Search Records for opportunities not updated in X days
• Code action to format alert message with opportunity details
• Send Email to opportunity owner and manager
• Create Record for follow-up task if no response

Productivity Automations

Weekly Task Recap

Problem: Team members lose track of their upcoming tasks and deadlines.

Solution: Send automated weekly email reminders with task summaries.

Trigger: On a Schedule (every Monday at 8 AM)

Actions:

• Search Records for tasks due this week by assignee
• Code action to format task list by person
• Send Email to each team member with their task recap
• Send Email to managers with team overview

Meeting Follow-up Automation

Problem: Important action items from meetings get forgotten or delayed.

Solution: Automatically create follow-up tasks when meetings are scheduled or completed.

Trigger: Record is Created (Activities object, Type = "Meeting")

Actions:

• Create Record for pre-meeting preparation task
• Create Record for post-meeting follow-up task
• Send Email reminder to attendees
• Update Record to link tasks to the meeting

Cross-Object Field Synchronization

Problem: You need information from related records easily accessible (e.g., main contact's email on opportunity record).

Solution: Automatically sync fields between related objects until nested fields are available.

Trigger: Record is Updated (Opportunities object, Point of Contact field)

Actions:

• Search Records to find the linked person's details
• Update Record to copy email address to opportunity
• Update Record to copy phone number to opportunity
• Update Record to copy company information

Data Validation and Cleanup

Phone Number Standardization

Problem: Phone numbers are entered in different formats, making them hard to use for calling or messaging.

Solution: Automatically format phone numbers to a standard format when they're entered.

Trigger: Record is Updated (People object, Phone field)

Actions:

• Code action to parse and format phone number
• Update Record with standardized phone format
• Update Record to add country code if missing

For more complex automation needs, consider our Professional Services or explore External Tool Integration.