Workflows are the automations that run your follow-up so you don't drop anyone. A workflow runs on its own over time. Here's how to set up the ones that matter and test them before they touch a real lead.

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The mental model: a workflow is an automation that runs on its own. You build the trigger and the steps once, and it works your leads for you.

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🚀 After a Form Submission

The first automation every system needs.

What should happen after someone fills out a form?

🏷️ Tagging & Routing

Know where every lead came from and what they did.

How do I tag people based on which link they clicked?

Will new leads get tagged automatically by which form they came through?

📞 Working Your List Fast

How does the rep dial through a list quickly?

🧪 Test Before You Launch

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Always test on yourself first. Run any workflow against yourself or a test contact before pushing real contacts in.

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How do I test a workflow without waiting for the delays?

🛠️ Custom Automations

Can a form answer create a note or set the opportunity value automatically?

🆘 Still Stuck?

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Send it through the Support form at support.capbloom.com or bring it to Office Hours on Wednesdays at 12pm ET and we'll build it with you.

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