A visual builder that fires on any trigger and chains actions across messages, deals, calendars, and payments.
Ten pre-built templates start you off; build your own when the templates need adjusting. The workflows are the glue that turns the unified inbox, the pipeline, the calendar, the invoicing, and the marketing surfaces into one running business rather than four separate tools sharing a database.
Most small teams hold their automation together with Zapier or Make, connecting their forms tool to their email tool to their CRM to their invoicing tool. The Zaps cost money per task. The Zaps break when one of the SaaS APIs changes shape. The Zaps live in a separate UI nobody opens unless something is on fire. The team forgets the Zap exists until the lead-capture-to-first-touch SMS stops firing and the inbound enquiries stack up over a weekend.
Connect Zero CRM workflows are not a separate automation tool. They are the engine the CRM runs on. Every event on every surface (inbox, pipeline, calendar, invoice, form submission, AI summary, voicebot call) is a trigger. Every action on every surface (send a message, move a deal, charge an invoice, create a task, fire a webhook) is an action. The workflows do not connect across an API boundary; they run inside the same data model.
Plus conditions (if/then branching), wait steps (timed delays), filter steps (skip if criteria don't match), loop steps (apply to many records), and AI steps (draft a reply, summarise the thread, classify the intent). Every action the CRM surfaces can do by hand can run on a workflow.
Form submission to first-touch SMS in under 60 seconds, then email with the calendar link.
Missed appointment fires a re-book SMS within 10 minutes. Three retries on a cadence.
Won deal triggers Google review request 24 hours later, Facebook fallback if no click.
Form started but not submitted fires an email asking if anything is unclear.
Quote sent but not opened in 3 days fires a "checking in" SMS.
First payment fires the welcome sequence and the review request 2 days later.
Deal not moved in 7 days fires an internal SMS to the rep.
Annual SMS on the contact's birthday with a discount code.
30 days before subscription renewal fires the renewal email.
Contact inactive for 90 days fires a reactivation SMS, then a sequence.
30+ message events: new inbound SMS, new email, new chat message, message contains keyword, message from segment, etc.
Deal created, stage changed, deal won, deal lost, deal value changed, deal age past threshold.
Booking confirmed, cancelled, rescheduled, no-show, completed, reminder fired.
Quote sent, accepted, invoice paid, invoice failed, recurring billing renewed, refund issued.
Form submitted, form abandoned, page visited, asset downloaded, survey completed.
Conversation summary generated, sentiment changed, intent classified, voicebot call completed.
Workflows live on the workspace, not the rep. The team-level controls cover the cases that wreck most automation deployments: pause a workflow during the Christmas shutdown so the holiday SMS doesn't go out; throttle the send rate so 5,000 inbound leads don't all get SMSed in the first second; test a workflow against a sample contact before going live so the wording is right.
Every workflow has a reporting view: how many contacts entered the workflow, how many completed, where the drop-offs happened, how many actions fired. Adjust the workflow based on the data. Most teams revise their three core workflows two or three times in the first month, then they settle.
Pricing details and current plan options are on the pricing page.
30+ message events as triggers, auto-replies, intent routing.
PipelinesStage-change triggers, deal-stale alerts, won-deal cascades.
CalendarsBooking events, no-show recovery, completion-to-review cascades.
InvoicingQuote-chase, payment-received cascades, dunning sequences.
AIAI as a workflow step: draft a reply, classify intent, summarise a thread.
MarketingDrip sequences and triggered touchpoints run on the same engine.
Pre-built templates cover the common cases. Pick one, adjust the wording, turn it on. By the end of the first week, three workflows are running and the team has noticed the friction reduction.
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