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Automations

Build intelligent workflows that run on autopilot

Workflow Builder

Lotivio workflow engine automates lead routing, outreach sequences, scoring updates, and CRM synchronization using a visual drag-and-drop interface.

Common Use Cases

Hot Lead Auto-Routing

Instantly assign high-scoring leads to sales reps based on territory or industry

Abandoned Cart Recovery

Re-engage prospects who viewed pricing but did not convert

Demo No-Show Re-Engagement

Follow up automatically with leads who missed scheduled appointments

Lead Scoring Decay

Reduce lead scores over time if engagement drops, triggering re-activation workflows

Best Practices

  • Start simple with single-trigger, 3-action workflows
  • Define clear exit conditions to avoid over-messaging
  • Monitor performance weekly and optimize based on data
  • Test workflows before activating on live data