Relevant rule scope
Use form-specific rules or workspace-wide rules for new enquiries.
Workflow Automations
Let repeatable follow-up start with a clear rule.
Apply available qualification or follow-up actions to new leads with rules your team can review, pause, and understand.
Create a workflow ruleUseful lead actions
Mark new leads qualified or schedule an application follow-up.
Visible execution
Pause a rule and review its latest recorded executions.
Start with the action you need
A rule should express a useful business decision, such as qualifying a lead from a relevant form or scheduling the next review.
The available actions operate inside the lead workflow. They are not an unlimited connector platform or an external message-sending service.
Keep the scope understandable
Use a specific form when only one enquiry journey needs the rule. Use a workspace-wide rule when the same action applies across the relevant forms.
Review overlapping rules so a team understands which actions it expects to occur after a new submission.
Retain operational control
Pause a rule when the underlying campaign or follow-up policy changes. Execution records help you review what happened.
An automation supports the team’s workflow; people still own the customer relationship and the accuracy of recorded outcomes.
Common questions
What teams ask before they start.
Which lead actions are supported?
Available rules can mark a new lead qualified or schedule a follow-up within the application.
Can I pause an automation?
Yes. Rules can be paused and their latest executions reviewed.
Start with a real workflow