Onboarding: Level-up Your Setup

Start automating and stay notified.

Team Alerts

Get notified when signals occur that your team cares about, post messages to Slack channels, or use other channels like email. Quickly adjust notifications by segment, org, or contact to avoid noise. Be aware of activity as it happens, in the channels you're already working in. (2 mins) Configure team alerts

Workflows

Workflows allow you to automate how you track, engage, and organize contacts and organizations with customizable logic. Use triggers, filters, and actions to streamline your operations. (2mins) Configure workflows

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