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What are Workflows? How do I create and implement them?

Workflow Overview

Learn how to make following up with leads easier, and more streamlined.

Streamline Followup Emails

A Workflow can be triggered automatically or manually, depending on your business needs.

All About Workflows - Triggering Your Workflow

What’s the difference between a "To Do" item, and "Action" item, and a "Pause" item in the workflow?

Workflows: To-Dos, Action Items, Pauses

Detailed breakdown for how to send an action item

Workflows: Action Items

What happens to workflow notifications if I archive my project?

Workflow Notifications: Archived Projects

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Jack Donahue

Teresa Webb

The Basics

Find answers and get help from Intercom Support and Community Experts

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