Workflows make up a huge part of your sales, marketing and operations strategies. They help you save time and money. Workflows are a great way to streamline your process and systemize your business, ensuring nothing slips through the cracks.

1. W O R K F L O W S : W H A T ,
W H Y , H O W .
P R E S E N T E D B Y M E L I S S A R I B A
M E L I S S A @ G R E E N R O P E . C O M

2. A G E N D A
• What is a Workflow?
• How to Create Workflows
• Workflow Triggers
• Tracking your Workflows
• Q&A

3. What is a Workflow?
A workflow consists of a sequence of steps/ activities/ tasks that can happen over a
period of time. Workflows help implement specific business processes and help a
team/business stay organized and on top of their follow ups, projects, and tasks.

4. Sales Workflow: Triggered by Lead Scoring
> Alert email to sales rep
> Sales rep assigned CRM activity to call
> Added to the sales rep’s group
E X A M P L E
W O R K F L O W S

5. Marketing Workflow: Triggered by Clicking
a Link in an Email
> Alert email to marketing coordinator
> Contact is added to marketing group
> Marketing coordinator is assigned task to
send hand-written thank you note
E X A M P L E
W O R K F L O W S

6. Operations Workflow: Triggered by Ticket
Submission
> Alert email to support staff
> Follow up activity assigned to support
staff
> Email sent two days later with survey
E X A M P L E
W O R K F L O W S

7. C R E A T I N G Y O U R W O R K F L O W S
• Step One: Determine Your Processes
• Step Two: Customize Your Activities
• Step Three: Create Your Workflows
• Step Four: Add Your Workflow To Its Trigger

8. You need to plan your strategy!
Things to think about:
What activities make up your process?
- Emails / Phone Calls
- Meetings
- Signed agreements
- Walk-throughs
- Product demonstrations
- Payment
Who is in charge of completing these activities?
S T E P O N E :
D E T E R M I N E Y O U R
P R O C E S S E S

9. Think about the activity types that will be part of
your workflow.
If you need custom activity types, make sure your
account owner adds them before creating your
workflows.
S T E P T W O :
C U S T O M I Z E Y O U R
A C T I V I T I E S

10. Let’s use the marketing workflow below as an
example of how to create a workflow in GreenRope.
• Marketing Workflow: Triggered by Clicking a Link
in an Email
> Alert email to marketing coordinator
> Contact is added to marketing group
> Marketing coordinator is assigned task to send
hand-written thank you note
S T E P T H R E E :
C R E A T E Y O U R
W O R K F L O W S

11. Workflow triggers:
- Clicking on a link in an email
- Filling out a signup form
- Lead scoring automation
- Submitting a ticket
- User-defined field data changing
- Completing a survey
- Answering a specific survey question
- Answering a specific survey questions with a specific
answer
- Purchasing an item from a storefront
- Completing a CRM activity
- Being added to a group
- Checking into an event
- Manually
And more!
S T E P F O U R : A D D
Y O U R W O R K F L O W
T O I T S T R I G G E R

12. T R A C K I N G Y O U R W O R K F L O W S
• Automation Manager
• CRM Activity Reports
• Workflow Triggering Reports

13. T I M E F O R Q & A !

14. T H A N K Y O U
F O R L I S T E N I N G A N D E N G A G I N G
P R E S E N T E R E M A I L : M E L I S S A @ G R E E E N R O P E . C O M
O U R S U P P O R T T E A M : S U P P O R T @ G R E E N R O P E . C O M