Multi-Step Automation

Create sophisticated automation workflows with multiple sequential steps, timed delays, and conditional logic that handles complex business processes automatically. Build multi-step workflows for lead nurturing sequences, client onboarding processes, re-engagement campaigns, or any repetitive business process that requires a series of actions over time.

Each automation step can perform different actions—send emails, create tasks, update contact status, or trigger other automations—with configurable delays between steps that create timed sequences. Steps can include conditional logic that routes contacts down different paths based on their behavior, ensuring automation adapts to how contacts interact with your business. Multi-step automations run in the background, progressing contacts through sequences automatically while tracking completion status.

Perfect for marketing teams running complex nurturing campaigns, sales teams automating follow-up sequences, or businesses that want to automate multi-step processes without manual coordination. Whether you're onboarding new clients with a welcome series, nurturing leads through sales cycles, or managing re-engagement campaigns, multi-step automation handles complex workflows that would be time-consuming to manage manually.