Workflows: Module 1 — Introduction and Key Concepts

Wednesday, June 3, 2026 - 01:00 PM to 02:00 PM
Central Time - US & Canada
  • Overview of workflows in Leadcenter
  • Difference between automated and manual workflows
  • Core Key Workflow Concept: Trigger → Filter → Action 
  • Triggers
  • Filters
  • Actions
  • Example 1: Marketing workflow on contact create
  • Example 2: Operation workflow with steps and tasks
  • Q&A
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