Workflow Automation
Design and manage automated workflows
3
Total Workflows
3
Active
292
Executions
95%
Success Rate
post delivery
Active
Post-Delivery Follow-Up
Send thank you and survey 3 days after vehicle delivery
Trigger: time based
3 steps
Executions89
Success Rate92%
sales progression
Active
Deal to F&I Progression
Move approved deals to F&I manager automatically
Trigger: deal stage_change
3 steps
Executions156
Success Rate98%
lead management
Active
High-Value Lead Assignment
Automatically assign leads with score above 85 to senior sales consultants
Trigger: lead score_change
3 steps
Executions47
Success Rate94%