Our Lifecycle feature now includes a dedicated Workflow Trigger, Workflow Step, and also Webhooks, giving you even more power to automate your sales process and streamline CRM workflows.
With these new updates, you can:
- Automatically activate actions around Lifecycle Stage changes.
- Integrate smoothly with CRMs like Salesforce and HubSpot.
- Keep your sales processes efficient and consistent across platforms.
You can also get started even faster by using our Google Sheets template. Use it with the Lifecycle Trigger or Step to capture key data and track conversion and drop-off rates. Download it here to start automating your sales process today! 🥳
Start automating actions based on Lifecycle Stage changes
Use the
Lifecycle Updated Trigger
to build workflows that activate whenever a Contact’s Lifecycle Stage changes. This makes it easy to automate follow-ups, CRM updates, internal notifications, and more.Automatically update Lifecycle Stages in Workflows
With the
Update Lifecycle Step
, you can seamlessly move Contacts through Stages within workflows—perfect for lead qualification, engagement tracking, or closing sales with automated Stage progression.Sync Lifecycle data across platforms with Webhooks
Integrate Lifecycle Stages with external tools using
Lifecycle Updated Webhooks
. Notify CRMs like Salesforce and HubSpot whenever a Contact’s Stage changes to keep your data up-to-date across platforms. Learn more about using webhooks here.
Customize actions with branch conditions
Add
Lifecycle Branch Conditions
to direct Contacts down different paths based on their Stage, personalizing actions and messages to match where they are in the funnel.Start automating your sales process on respond.io today! 🎉