Problem: Your team needs to identify personal vs. business email addresses for better targeting and compliance.Solution: Create a workflow that automatically updates an “is personal email” field whenever an email address is added or updated.Trigger: Record is Updated (People object, Email field)Actions:
Code action to check if email domain matches common personal providers (gmail.com, yahoo.com, etc.)
Problem: New leads need to be distributed fairly across your sales team to ensure balanced workloads.Solution: Automatically assign new leads to sales reps using a round-robin system.Trigger: Record is Created (People object)Actions:
Search Records to find the last assigned rep
Code action to determine next rep in rotation
Update Record to assign the lead to the selected rep
Problem: Leads should be assigned based on geographic territories or company characteristics.Solution: Route leads to the appropriate sales rep based on location, company size, or industry.Trigger: Record is Created (People or Companies object)Actions:
Code action to determine territory based on location/industry rules
Problem: When deals close, multiple manual updates are needed across different records and team members.Solution: Automatically handle all post-win activities when an opportunity moves to “Closed Won”.Trigger: Record is Updated (Opportunities object, Stage field = “Closed Won”)Actions:
Update Record to change Company type from “Prospect” to “Customer”
Create Record for onboarding tasks assigned to account manager
Opportunity Stage Management - Closed Lost Renewal
Problem: When renewal opportunities are lost, the customer status needs to be updated for proper account management.Solution: Automatically update customer status when renewal deals are lost.Trigger: Record is Updated (Opportunities object, Stage = “Closed Lost” AND Type = “Renewal”)Actions:
Update Record to change Company type from “Customer” to “Churn Customer”
Problem: Opportunities sit without updates, causing deals to go cold and forecasts to become unreliable.Solution: Send automatic alerts when opportunities haven’t been updated recently.Trigger: On a Schedule (daily)Actions:
Search Records for opportunities not updated in X days
Code action to format alert message with opportunity details
Problem: Team members lose track of their upcoming tasks and deadlines.Solution: Send automated weekly email reminders with task summaries.Trigger: On a Schedule (every Monday at 8 AM)Actions:
Search Records for tasks due this week by assignee
Code action to format task list by person
Send Email to each team member with their task recap
Problem: Important action items from meetings get forgotten or delayed.Solution: Automatically create follow-up tasks when meetings are scheduled or completed.Trigger: Record is Created (Activities object, Type = “Meeting”)Actions:
Problem: You need information from related records easily accessible (e.g., main contact’s email on opportunity record).Solution: Automatically sync fields between related objects until nested fields are available.Trigger: Record is Updated (Opportunities object, Point of Contact field)Actions:
Search Records to find the linked person’s details
Update Record to copy email address to opportunity
Problem: Phone numbers are entered in different formats, making them hard to use for calling or messaging.Solution: Automatically format phone numbers to a standard format when they’re entered.Trigger: Record is Updated (People object, Phone field)Actions:
