CRM Workflows
Build powerful automations to streamline your sales process.
Workflows automate the repetitive tasks that slow down your sales team. With HeySales workflow builder, you can create automations triggered by events like new leads, deal stage changes, or time-based rules. No coding required - just drag, drop, and deploy.
Why Choose HeySales for CRM Workflows
Eliminate manual work
Automate data updates, task creation, notifications, and more.
Consistent processes
Ensure every rep follows the same process without manual oversight.
Scale without adding headcount
Handle more leads and deals without proportionally growing your team.
Key Features
Everything you need to succeed with crm workflows
Visual workflow builder
Trigger-based automation
Multi-step workflows
Conditional logic
Workflow templates
Workflow analytics
How Teams Use HeySales
Real-world applications for your business
Automatically create follow-up tasks when deals move stages
Send internal notifications when high-value leads come in
Update deal fields based on email or call activity
Escalate stale deals to managers after set time periods
Frequently Asked Questions
Do I need to code to create workflows?
No, HeySales uses a visual drag-and-drop builder. You can create complex workflows without any coding knowledge.
How many workflows can I create?
Workflow limits depend on your plan. Most paid plans include unlimited workflows.
Ready to get started?
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