Three Workflow Categories:
Workflow Automation offers multiple categories to help you design automations based on your business needs.
Each category serves a specific purpose, from making internal system updates to running full-fledged communication journeys.
This section provides an overview of all available Workflow Automation categories and helps you choose the right one while creating an automation.
When you create a new workflow, you will be asked to select one of the following categories:
1. Update Attributes, Fields, or Add Milestones
This workflow category is used to automate internal system updates without sending any communication to the lead. It helps you keep your CRM data updated automatically based on defined conditions.
What Can You Do Using This Category?
You can use this category to:
Update lead or application attributes such as Priority, Lead Owner, Status, etc.
Apply updates immediately or after a defined time delay.
This category is ideal when only backend or CRM-level changes are required and no communication needs to be sent to the lead.
How to Configure This Workflow (Step-by-Step)
Step 1: Select the Category
While creating a new workflow, select Update Attributes, Fields, or Add Milestones as the workflow category.
Step 2: Add Basic Workflow Details
Once the category is selected, a new dashboard will open as you can see this below.
Here, you need to enter the basic information:
Automation Name – Give a meaningful name to identify the workflow easily.
Start Date – Select the date from which the automation should start.
Start Time – Define the time at which the automation should begin running.
Step 3: Define the IF Condition (Trigger Rules)
On the left-hand side, just below the automation name, you will see the IF and THEN options.
In the IF section:
Choose whether the workflow should apply to Leads or Applications.
Apply the required filters and conditions.
Example:
Status is equal to Untouched
Lead Creation Date is more than 2 hours ago
This means the workflow will only trigger for leads that were created more than 2 hours ago and are still untouched.
Step 4: Define the THEN Action (System Update)
After setting the IF condition, move to the THEN section.
Here, you can define what action should be taken once the conditions are met.
Example continuation:
Select Change Lead Owner
Choose the new Lead Owner from the list
Once configured, the system will automatically update the lead owner for all leads that match the IF conditions.
How This Helps
Ensures leads are automatically reassigned if not actioned on time.
Keeps lead data updated without manual intervention.
Reduces dependency on manual monitoring and follow-ups.
This completes the setup for the Update Attributes, Fields, or Add Milestones workflow. In the next section, we will explore more use cases and advanced configurations for this category.
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