Workflow setup and common configurations
ActionsLearn how to use an Action in your Workflow Automations
Automate Contact TagsCreate an automated Workflow to add tags to contacts that meet certain criteria
Automate a Follow-up SMSSet up an automated followup SMS using Workflow Automations
Automate a Welcome SMSUse our workflow automations to send new contacts a text to welcome their business
ConditionsLearn how to use Conditions in your Workflow Automations
Configuring Workflow AutomationsWorkflow Automation is an efficient way of streamlining business processes, especially in customer support and sales departments.
Speech-to-Text TranscriptionSet up a automated transcription and export of call transcripts using workflow automations.
Export Survey AnswersUsing Workflow Automations, we can export survey responses from a campaign to a preferred CRM system
Forward Incoming SMS to SlackOur workflow automations allow you to forward inbound SMS messages to your company Slack.
Send Transcriptions to SlackOur workflow automations allow you to forward transcribed calls to your company Slack.
TriggersLearn how to use Triggers in your Workflow Automations
HubSpot AuthenticationHow the HubSpot API authenticates requests from workflow automations within CloudTalk