Zenvlo CRM guide

Automation

Build workflows that create follow-ups, update records and call other systems for you.

Open Automation. The Workflows tab lists what you have built. Execution logs shows every time one ran.

The Automation workflows list
Your workflows, with trigger, status and number of runs.

Create a workflow

  1. 1
    Press Create Workflow.
  2. 2
    Enter a Workflow Name, a Description, and choose Start from a Blank workflow or a template: Welcome new lead, 3-touch nurture, Qualified lead: send proposal, Missed follow-up: re-engage or New deal: notify another system.
  3. 3
    Choose Start when, the thing that kicks it off.
  4. 4
    You land in the builder. Press the + on the canvas to add steps.
The Create Workflow dialog
Creating a workflow from a template.

What can start a workflow

  • A lead or contact is created or updated.
  • A company is created.
  • A deal is created or changes stage.
  • A follow-up is created, completed or missed.
  • A task or meeting is created.
  • On a schedule, such as every N minutes or on a cron time like 0 9 * * 1-5.
  • An incoming webhook from another system.
  • Run manually.

What a workflow can do

StepDoes
Create follow-upAdds a follow-up with a title, priority, owner and due date. Blank due date means in 24 hours.
Complete follow-upCloses a follow-up.
Update lead / contact / dealChanges status, owner or deal value.
Move deal to stageMoves a deal to the stage you choose.
Assign ownerHands the record to a person.
Add note to timelineWrites a note on the record.
Call webhookSends data to another system (URL, method and timeout).
If / elseBranches into a Yes and a No path using conditions.
Wait / Wait until a datePauses for minutes, hours or days, or until a date.
Stop workflowEnds the run.

Use details from the record: Insert variable

Above any text box that supports it you will see Insert variable. Press it, search a field and click it. For example Call {{lead.name}} about their quote. {{now}}, {{current_user.id}} and {{tenant.id}} are always available.

Check, test and publish

  1. 1
    The toolbar shows N issues or Ready to publish. Fix anything it lists.
  2. 2
    Press Save draft to keep your work.
  3. 3
    Press Publish to make it live. The list then shows Live. Press the status to pause it later.
  4. 4
    Press Test to run it safely. Use Simulate so nothing really changes, edit the sample data, and press Run test. Tests run the published version.

In Execution logs, click a run to see What happened step by step. Runs that are still going can be cancelled.

The Execution logs tab
Execution logs show every run and its result.
PreviousTasks, meetings, calendar and documentsNextDashboard, analytics, goals and reports

Stuck? Talk to us and a real person will help.