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Automate Workflows, Eliminate Busywork, Triple Your Team Productivity

Transform repetitive tasks into automated workflows with Salesboom's intelligent automation engine. Save time, reduce errors, and empower your team to focus on what matters most.

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22+

Years of Automation Innovation

3,500+

Businesses Automated

3x

Productivity Increase

∞

Unlimited Workflows

The Hidden Cost of Manual Processes

Modern businesses lose countless hours to repetitive administrative tasks that drain productivity and morale.

Sales teams manually follow up on leads, managers waste time monitoring thresholds, and customer service teams struggle to track escalations. These manual processes create bottlenecks, increase human error, and prevent your team from focusing on high-value activities that drive growth.

The impact on your business is significant:

  • Valuable employee time wasted on redundant tasks instead of strategic work
  • Delayed response times when issues require immediate attention
  • Inconsistent processes leading to missed opportunities and customer dissatisfaction
  • Manager burnout from constant monitoring and manual oversight
  • Inability to scale operations without proportionally increasing headcount
  • Critical situations going unnoticed until they become crises
Illustration showing the hidden costs of manual business processes

Salesboom's Workflow Automation Engine eliminates these inefficiencies by intelligently automating routine processes, triggering proactive alerts, and ensuring nothing falls through the cracks.

The Salesboom Workflow Automation Engine

Streamline your business processes by reducing the workforce man-hours required to accomplish redundant and time-consuming tasks.

Salesboom's Workflow Automation Engine streamlines your business processes by reducing the workforce man-hours required to accomplish redundant and time-consuming tasks. Your managers and designated users receive automated alerts for problematic situations, enabling them to proactively resolve issues quickly before they escalate.

The automation engine operates intelligently based on your business rules. Workflows can be triggered when records are created or updated based on any number of field criteria and values. Tasks are then automatically assigned to the proper user, and email alerts using predefined templates are sent instantly to keep everyone informed.

Triple Your Team's Workload Without Adding Headcount

With customizable automated processes, your company can save an enormous amount of time and money. Salesboom's On-Demand Workflow & Process Automation gives you the ability to create Sales Force Automation that can handle triple the workload of your sales team without adding headcount.

Salesboom Hosted CRM provides all the workflow tools you need to raise your company's efficiency and streamline your business processes from end to end.

Powerful Automation Features That Work for You

The Salesboom Workflow Automation Engine offers comprehensive automation capabilities designed to handle your most time-consuming business processes.

Trigger-Based Automation

Create sophisticated workflows that activate automatically when records are created or updated. Set multiple field criteria and values to ensure workflows trigger precisely when needed. This eliminates manual monitoring and ensures consistent execution of business rules.

Intelligent Task Assignment

Automatically route tasks to the appropriate user based on predefined rules, workload, expertise, or availability. The system ensures work is distributed efficiently and nothing gets lost or forgotten. Tasks include complete context so users can take immediate action.

Automated Email Alerts

Send instant notifications using customizable email templates when important events occur. Keep managers, team members, and stakeholders informed without manual follow-up. Templates can be personalized with dynamic fields pulled directly from your CRM data.

Multi-Criteria Rule Engine

Build complex automation rules using any combination of field values, thresholds, time periods, and conditions. The flexible rule engine adapts to your unique business processes without requiring custom coding or IT involvement.

Escalation Management

Automatically escalate issues based on age, severity, customer value, or any custom criteria. Ensure critical situations receive immediate attention from the right people. Define escalation paths with multiple levels to guarantee resolution.

Real-Time Execution

Workflows trigger instantly when conditions are met, not on delayed batch schedules. This ensures time-sensitive issues receive immediate attention and opportunities aren't missed due to processing delays.

Supercharge Your Sales Team with Intelligent Automation

Transform sales operations by automating routine tasks and ensuring managers stay informed about critical opportunities.

Big Deal Alerts

Automatically alert sales managers when an opportunity reaches a specified threshold based on deal amount and probability. This ensures high-value deals receive appropriate attention and resources at critical moments. Managers can intervene proactively to help close important opportunities without constantly monitoring the pipeline.

Opportunity Downgrade Alerts

Trigger immediate notifications when an opportunity gets downgraded below a certain threshold based on the deal amount and/or probability. Early warning enables managers to understand why deals are slipping and take corrective action before opportunities are lost completely.

Lead Follow-Up Automation

Alert designated users when a lead has not been contacted for more than a set number of days. This prevents leads from going cold due to oversight or workload issues. Automatic reminders ensure consistent follow-up and maximize conversion rates without manual tracking.

Stale Opportunity Detection

Identify opportunities that haven't been updated in a specified timeframe and automatically notify the sales manager. This prevents deals from languishing unattended and ensures the pipeline remains active and current.

Elevate Customer Service with Automated Case Management

Ensure every customer issue receives timely attention through intelligent escalation and routing.

Case Age Escalation

Automatically escalate support cases that have been open beyond a defined threshold to ensure timely resolution. Prevent customer frustration by guaranteeing that older issues receive priority attention from senior support staff or management.

VIP Customer Routing

Instantly route cases from high-value customers to specialized support teams or senior agents. Ensure your most important customers receive premium service levels automatically based on account value, contract tier, or custom criteria.

Priority Issue Alerts

Trigger immediate notifications when cases are marked with high priority or critical severity. Ensure urgent issues bypass normal queues and reach the appropriate resolver immediately, minimizing customer downtime and impact.

Follow-Up Reminders

Schedule automatic follow-up tasks and reminders for support agents to check in with customers after case resolution. Improve satisfaction scores and catch issues that weren't fully resolved on the first attempt.

Seamless Integration with Your Business Systems

Extend workflow automation across your entire technology ecosystem.

Outlook and Email Integration

Trigger workflows based on email activity, automatically create tasks from emails, and sync calendar events with CRM records. Workflow actions can send emails through Outlook, ensuring seamless communication without leaving your workflow environment.

QuickBooks Financial Sync

Automate financial workflows by triggering actions based on QuickBooks data. When invoices are created, payments received, or balances change, workflows can notify sales teams, update CRM records, or trigger follow-up actions automatically.

Calendar and Task Management

Create calendar events and tasks automatically based on workflow triggers. Schedule follow-up meetings, set reminders, and coordinate team activities without manual calendar management. Integrate with Outlook calendars for seamless scheduling.

Document Generation

Trigger automatic document creation—quotes, contracts, reports, invoices—when workflows reach specific milestones. Documents are pre-populated with CRM data and can be automatically emailed to customers or internal stakeholders.

API Connectivity

Connect workflow triggers to external systems through Salesboom's open API. Automate data synchronization, trigger actions in third-party applications, and create sophisticated multi-system workflows that span your entire technology stack. The API enables unlimited integration possibilities tailored to your specific business needs.

Quick Deployment with Ongoing Flexibility

Implementing workflow automation doesn't require lengthy IT projects or complex change management.

1

Rapid Setup

Most workflow rules can be configured and activated in minutes, not weeks. The intuitive interface guides you through the setup process with clear options and real-time validation. Start seeing benefits immediately rather than waiting months for custom development.

2

Template-Based Deployment

Leverage pre-built workflow templates based on industry best practices. Salesboom has worked with thousands of companies across 159 countries, and that collective wisdom is built into ready-to-use templates. Customize as needed or deploy as-is.

3

Test Before Activating

Test workflows in a sandbox environment before making them live. Verify that rules trigger correctly, emails render properly, and tasks route to the right users. Catch issues before they impact operations.

4

Iterative Refinement

Start with basic automation and add complexity over time. Begin with simple alert rules, then graduate to multi-step workflows as your team becomes comfortable. There's no requirement to automate everything at once—build incrementally.

5

User Permissions

Control who can create, modify, and deactivate workflows through role-based permissions. Ensure business rules remain consistent while empowering appropriate users to make changes. Audit logs track all workflow modifications for compliance and troubleshooting.

6

Ongoing Monitoring

Workflow execution data feeds into analytics dashboards, providing visibility into automation performance. Track how many workflows trigger, which rules fire most frequently, time saved through automation, and opportunities for further optimization.

Why Salesboom Workflow Automation Stands Out

Salesboom's 22+ years of CRM innovation means our Workflow Automation Engine benefits from decades of refinement based on real-world customer feedback.

No Additional Cost

Workflow automation is included as a standard feature, not an expensive add-on module. All customers can leverage these powerful capabilities without paying extra licensing fees or purchasing separate automation software.

Business User Friendly

Unlike workflow tools that require coding or IT involvement, Salesboom's engine is designed for business users. If you can describe your process, you can automate it—no programming knowledge required.

Unlimited Workflows

Create as many workflows as your business needs without hitting artificial limits or incurring additional charges. As your processes evolve, add new automation rules freely.

Real-Time Execution

Workflows trigger instantly when conditions are met, not on delayed batch schedules. This ensures time-sensitive issues receive immediate attention and opportunities aren't missed due to processing delays.

Comprehensive Audit Trail

Every workflow execution is logged with complete details—who triggered it, when, what actions were taken, and what results occurred. This visibility supports compliance, troubleshooting, and continuous improvement.

Proven at Scale

Salesboom's Workflow Automation Engine processes millions of automated actions monthly for customers worldwide. The platform is battle-tested and reliable even under heavy loads.

Ready to Automate Your Workflows and Triple Productivity?

Discover how Salesboom's Workflow Automation Engine can eliminate busywork, reduce errors, and free your team to focus on high-value work. Schedule a demo to see intelligent automation in action.

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Professional Edition

A complete CRM suite with Marketing Automation, ERP integration, and Support tools — built for performance and value.

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For large enterprises — automate workflows, unify data, and leverage analytics to drive strategic growth.

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Custom Workflow Rules

Define business logic, triggers and branching actions via Custom Workflow Rules .

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