Shared guide

How to create workflow automation rules

This how-to guide provides a step-by-step process for creating workflow automation rules, empowering you to streamline tasks and enhance productivity.

victoriaworkflowsvictoriaworkflows
·60 steps·66 views·Published

This how-to guide provides a step-by-step process for creating workflow automation rules, empowering you to streamline tasks and enhance productivity. Follow the outlined steps to set up triggers and automate email communications effectively.

Step-by-step Guide60 steps

  1. Click on "Click here."

    Click on "Click here."
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  2. Click Automations

    Click Automations
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  3. Click Add new automation

    Click Add new automation
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  4. Click Event trigger

    Click Event trigger
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  5. Click open menu

    Click open menu
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  6. Click Deal

    Click Deal
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  7. Click Added

    Click Added
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  8. Click Apply trigger

    Click Apply trigger
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  9. Click on "Click here."

    Click on "Click here."
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  10. Click Emailnew

    Click Emailnew
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  11. Click Sends an email from your personal email account

    Click Sends an email from your personal email account
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  12. Click Next

    Click Next
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  13. Click on "Click here."

    Click on "Click here."
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  14. Click Next

    Click Next
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  15. Click on "Click here."

    Click on "Click here."
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  16. Click Deal contact person email

    Click Deal contact person email
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  17. Click on "Click here."

    Click on "Click here."
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  18. Type "Thanks for your interest!"

  19. Click on "Click here."

    Click on "Click here."
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  20. Type "Hello "

  21. Click on "Click here."

    Click on "Click here."
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  22. Click Deal contact person name

    Click Deal contact person name
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  23. Type "Hello 1Deal contact person name,Thanks for your in..."

  24. Click Apply action

    Click Apply action
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  25. Click ActionAutomation continues with an action

    Click ActionAutomation continues with an action
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  26. Click on "Click here."

    Click on "Click here."
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  27. Click Create activity

    Click Create activity
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  28. Click Next

    Click Next
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  29. Click Next

    Click Next
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  30. Click on "Click here."

    Click on "Click here."
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  31. Type "Call lead "

  32. Click on "Click here."

    Click on "Click here."
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  33. Click Call

    Click Call
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  34. Click on "Click here."

    Click on "Click here."
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  35. Click The same day

    Click The same day
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  36. Click Africa/Lagos

    Click Africa/Lagos
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  37. Click US/Eastern

    Click US/Eastern
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  38. Click Apply action

    Click Apply action
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  39. Click on "Click here."

    Click on "Click here."
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  40. Click on "Click here."

    Click on "Click here."
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  41. Click on "Click here."

    Click on "Click here."
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  42. Click 8 hours

    Click 8 hours
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  43. Click Apply delay

    Click Apply delay
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  44. Click on "Click here."

    Click on "Click here."
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  45. Click on "Click here."

    Click on "Click here."
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  46. Click on "Click here."

    Click on "Click here."
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  47. Click Add note to deal

    Click Add note to deal
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  48. Click Next

    Click Next
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  49. Click Next

    Click Next
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  50. Click on "Click here."

    Click on "Click here."
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  51. Type "Update?"

  52. Click on "Click here."

    Click on "Click here."
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  53. Click Deal

    Click Deal
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  54. Click Apply action

    Click Apply action
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  55. Click on "Click here."

    Click on "Click here."
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  56. Press a

  57. Type "Inquiry Workflow" in Untitled 01/21/2026 16:36:49

  58. Click Save

    Click Save
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  59. Click Save

    Click Save
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  60. Click on "Click here."

    Click on "Click here."
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