Complex Workflows

Advanced workflow patterns for sophisticated automation use cases.

Multi-Sequence Nurture Path

Pattern: Enroll in different sequences based on engagement

  1. Enroll in initial sequence
  2. If reply → Move to "Engaged" sequence
  3. If no reply after 7 days → Move to "Re-engagement" sequence
  4. If no reply after 14 days → Move to "Long-term nurture"

Territory-Based Routing

Pattern: Route to different rotations by geography

  1. Workflow trigger: Form submission
  2. Branch by State/Country property
  3. West Coast → Rotation A
  4. East Coast → Rotation B
  5. International → Rotation C

ABM Account-Based Sequences

Pattern: Different sequences for target accounts

  1. If Company is in "Target Accounts" list → VIP sequence
  2. If Company revenue >$10M → Enterprise sequence
  3. Else → Standard sequence

Conditional Rotation Assignment

Pattern: Route to rotation based on criteria

  1. If Lead score >80 → Senior rep rotation
  2. If Lead score 50-80 → Mid-level rotation
  3. If Lead score <50 → Junior rep rotation

Time-Based Sequence Selection

Pattern: Different sequences by time enrolled

  1. If Current time is business hours → Immediate follow-up sequence
  2. If Current time is after hours → Next-day sequence