Create intelligent automation rules with no coding required. Trigger real-time alerts, automate repetitive tasks, and orchestrate complex business processes across your entire organization.
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Every day, your team wastes countless hours on repetitive, manual tasks that could be automated. Sales reps forget to follow up on hot leads. Support tickets slip through the cracks. Managers discover critical issues too late to respond effectively. Important emails go unsent because someone forgot to click "send."
Revenue opportunities disappear when leads aren't contacted within minutes of showing interest.
Customer satisfaction plummets when service requests go unacknowledged for extended periods.
Employee productivity suffers as talented professionals perform data entry instead of strategic work.
Critical business decisions are delayed because alerts never reached the right people at the right time.
Teams operate in silos without coordinated workflows connecting departments and processes.
Managers lack visibility into process bottlenecks until problems become full-blown crises.
Traditional CRM systems offer basic automation, but they can't adapt to your unique business processes. You're forced to change how you work to fit the software's limitations. Custom development is expensive, time-consuming, and requires technical expertise most businesses don't have in-house.
Salesboom's custom workflow rules engine eliminates these constraints. Build sophisticated automation tailored precisely to your business processes—no coding required, no lengthy development cycles, no compromises.
Salesboom pioneered custom workflow automation in cloud CRM, becoming the first platform to offer time-based workflow rules and the first to build custom automation on specification for individual customers. Since 2003, we've been empowering businesses to automate their unique processes without writing a single line of code.
Our no-code workflow builder puts enterprise-grade automation in the hands of business users. Create rules that trigger automatically based on any field, any condition, any combination of criteria you define. Whether you need simple email notifications or complex multi-step processes spanning multiple departments, the workflow engine handles it all.
The visual workflow builder uses intuitive point-and-click tools that anyone on your team can master. Define trigger conditions, specify actions, set time delays, and create branching logic—all through simple dropdown menus and form fields.
No IT department required. No consultant fees. No months-long implementation. Build what you need, when you need it.
When your business requires workflow automation that doesn't exist anywhere else, Salesboom builds it for you. Our Built-to-Suit development model has delivered hundreds of custom workflow features that became standard platform capabilities used by thousands of businesses.
This collaborative approach means you're never stuck with "out of the box" limitations. If your business process requires unique automation logic, our development team will build it, test it, train you on it, and deploy it—typically within days, not months.
Your unique processes become competitive advantages when they're fully automated.
Information loses value with every passing minute. A hot lead that's not contacted within five minutes becomes exponentially harder to convert. A customer complaint that goes unacknowledged for hours turns into a lost account and negative review. An at-risk deal that nobody notices slips away to competitors.
Salesboom's workflow engine ensures the right people know about critical events the instant they happen—not hours later when they check their dashboard.
Configure workflows to send instant notifications through multiple channels based on urgency and recipient preference. Email alerts with full context and one-click actions. SMS text messages for urgent situations requiring immediate attention. Screen pop-up alerts for users actively working in the CRM. Mobile push notifications that reach team members wherever they are.
Every alert includes relevant data, links to the record, and suggested next actions—so recipients can respond immediately without hunting for information.
Automatically notify executives, sales managers, and support teams when opportunities reach critical thresholds. Set custom triggers based on deal size, probability, product category, customer type, or any combination of criteria.
Examples: Alert VP of Sales when any deal exceeds $500K. Notify customer success team when renewal opportunity probability drops below 70%. Alert CEO when enterprise prospect reaches decision stage.
Detect early warning signs before customers churn. Trigger alerts when support tickets remain open too long, when usage metrics decline, when payment issues arise, or when sentiment analysis detects dissatisfaction in communications.
Proactive intervention workflows can automatically assign retention specialists, offer incentives, or escalate to executives—all before the customer decides to leave.
Never miss another service level agreement deadline. Workflows monitor response times and resolution times continuously, sending escalating alerts as SLA deadlines approach.
Configure multi-stage alerts: notify assigned agent at 50% of SLA time elapsed, notify manager at 75%, escalate to director at 90%, and trigger executive alert if breach occurs.
Salesboom workflows automate virtually any business process across sales, marketing, service, and operations.
Send personalized emails automatically based on triggers, with merge fields, attachments, templates, and HTML formatting.
Generate follow-up tasks automatically with due dates, priorities, assignments, and instructions based on record data.
Update field values automatically across related records, maintaining data consistency without manual intervention.
Create new records automatically in any module based on triggers, copying relevant data and establishing relationships.
Trigger actions in related objects—update opportunities when contacts engage, create cases when accounts flag issues.
Schedule meetings automatically, send calendar invitations, and create follow-up reminders based on workflow logic.
Salesboom pioneered time-based workflow rules in 2003, introducing capabilities that major CRM vendors didn't offer for years afterward. These powerful automation tools ensure critical actions happen at precisely the right time—without manual intervention.
Execute actions after a specified time delay: send follow-up email 3 days after demo, create reminder task 1 week before renewal date, escalate support ticket if not resolved within 24 hours.
Trigger workflows before or after important dates: send renewal reminder 60 days before contract expiration, create onboarding tasks 1 week before start date, generate invoice on payment due date.
Schedule workflows to execute on recurring schedules: send monthly customer satisfaction surveys, generate weekly pipeline reports, create quarterly account review tasks automatically.
Build sophisticated nurture sequences that guide prospects through your sales process automatically:
Each step executes automatically at the specified time, adapting based on lead actions and responses.
Automate every stage of the contract lifecycle from creation to renewal:
Contracts never expire unnoticed, renewals are pursued proactively, and lifecycle management happens automatically.
Real business processes aren't linear—they branch, merge, and adapt based on circumstances. Salesboom workflows support complex conditional logic that mirrors real-world decision-making.
Create branching workflows that execute different actions based on field values, record types, or calculated conditions. If deal size exceeds $100K, route to enterprise sales team; else route to standard sales queue.
Combine multiple conditions with AND/OR logic: trigger alert if (deal size > $500K AND probability > 70%) OR (strategic account = true AND stage = negotiation).
Use calculated fields and formulas in trigger conditions: execute workflow if (days until renewal < 60 AND annual value / lifetime value < 0.8 AND NPS score < 7).
Route leads to the right rep based on complex criteria that considers territory, product expertise, workload, and performance:
Every lead reaches the best-qualified available rep automatically, maximizing conversion rates.
Route approvals through different paths based on request characteristics:
Approvals flow through the appropriate chain automatically based on deal characteristics, accelerating decision-making while maintaining controls.
Workflow automation becomes exponentially more powerful when it orchestrates processes across multiple systems. Salesboom workflows integrate with your existing business applications, creating seamless automation across your entire technology ecosystem.
Automate financial processes between CRM and accounting systems:
Eliminate duplicate data entry between sales and accounting while maintaining perfect synchronization.
Connect email communication with CRM workflow automation:
Email communication becomes part of automated workflow processes, not separate from them.
Workflows can trigger API calls to external systems, pass data, receive responses, and take actions based on results. Connect to marketing automation, ERP, proprietary systems, or any application with REST API.
External systems can trigger Salesboom workflows via webhooks, enabling real-time integration from website forms, payment processors, support systems, or any webhook-enabled application.
Bi-directional sync workflows keep data consistent across systems automatically, with conflict resolution rules, field mapping, and scheduled synchronization intervals you define.
Standardize approval processes while accelerating decision-making through automated routing, deadline enforcement, and escalation paths.
When approval is required, workflow automatically routes request to appropriate approver based on criteria you define. Approver receives notification with request details and one-click approve/reject options.
If first approver approves, workflow automatically routes to next level based on your approval matrix. Supports sequential approvals, parallel approvals, and conditional routing based on approval responses.
When final approval is received, workflow triggers downstream actions: update status, send notifications, create records, trigger subsequent processes. Complete audit trail maintained automatically.
Prevent approvals from stalling indefinitely:
Approvals move at the speed of business, not bureaucracy.
Ensure approvals never stall due to absence:
Business continuity maintained even when key approvers are unavailable.
Regulated industries require documented processes, audit trails, and enforcement mechanisms. Salesboom workflows provide comprehensive compliance capabilities built into the automation engine.
Every workflow execution is logged automatically with timestamp, user, trigger condition, actions taken, and outcomes. Complete audit trail provides evidence of process compliance for regulatory review.
Enforce required fields, valid value ranges, and dependent field requirements through workflow validation. Prevent incomplete or invalid data from entering your system, ensuring data quality and compliance.
Workflows respect role-based permissions, ensuring users can only trigger workflows appropriate for their role. Sensitive workflows require additional authentication or approval before execution.
Pre-built workflow templates for common compliance scenarios:
Accelerate compliance implementation with proven workflow templates customized to your requirements.
Generate compliance reports automatically:
Demonstrate compliance to auditors and regulators with comprehensive, automated documentation.
Track workflow execution, identify bottlenecks, and continuously improve automation effectiveness through comprehensive analytics and monitoring tools.
Track how many times each workflow executes, success rates, average execution time, and resource consumption over time.
Monitor workflow failures with detailed error logs, failure reasons, and affected records for rapid troubleshooting and resolution.
Receive notifications when workflow performance degrades, error rates spike, or execution queues grow beyond thresholds.
Measure business impact: time saved, revenue generated, errors prevented, and efficiency gains attributable to specific workflows.
Comprehensive dashboard provides real-time visibility into workflow automation across your organization:
Make data-driven decisions about workflow optimization, resource allocation, and automation strategy.
Thoroughly test workflows before activating them in production, minimizing risk of unintended consequences or business disruption.
Test workflows in isolated sandbox environment with production data copy. Execute workflows, observe results, refine logic—all without affecting live data or triggering customer-facing actions.
Activate workflows for limited subset of users, records, or scenarios. Monitor performance and business impact before rolling out organization-wide, catching edge cases in controlled environment.
Deploy confidently to entire organization knowing workflows have been thoroughly tested. Rollback capability allows instant deactivation if unexpected issues arise during deployment.
Execute workflows in test mode where they perform all logic and evaluations but don't take final actions:
Perfect for validating complex workflow logic before activating in production.
Maintain multiple versions of workflows for testing and rollback:
Iterate rapidly while maintaining safety net of proven workflow versions.
Workflows execute reliably at any scale—from hundreds to millions of records—without performance degradation or architectural changes.
Workflow execution engine distributes processing across multiple servers automatically, scaling horizontally to handle increasing load without performance impact.
High-priority workflows execute immediately while lower-priority processes queue efficiently, ensuring critical automation never waits behind bulk operations.
Workflows execute in geographically distributed data centers close to your users, minimizing latency for international teams while respecting local time zones automatically.
Technology evolves rapidly. Salesboom's in-house development team delivers continuous innovation through quarterly releases that add new workflow capabilities automatically—no upgrade fees, no migration projects, no disruption.
Since 2003, we've built features customers actually need rather than following competitive checklists. Our Built-to-Suit model means customer requests become product features that benefit everyone.
Recent updates integrate AI capabilities: sentiment analysis triggers, predictive lead scoring, intelligent routing optimization, automated response drafting, and anomaly detection.
New capabilities never break existing workflows. Every quarterly release maintains full backwards compatibility, ensuring workflows built years ago continue functioning perfectly.
Salesboom delivers comparable capabilities to platforms costing hundreds per user per month—starting at just $14 per user per month with unlimited workflows included.
Transparent pricing includes unlimited workflow executions, unlimited email sends, unlimited API calls, and unlimited storage. No surprise overages. No consumption-based billing.
Fast Track implementation services are included in your subscription, not billed separately. Workflow configuration, custom development, training, and ongoing support are part of the package.
Customers typically achieve positive ROI within 90 days by eliminating manual tasks, accelerating processes, and capturing revenue opportunities. Most businesses discover 10x to 50x ROI is achievable.
Stop wasting time on manual tasks that could be automated. Discover how Salesboom's custom workflow rules can streamline your operations, accelerate response times, and free your team to focus on strategic work.
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