FOCUS 01⊙
Conditional workflows
1Prepare a rule for the need.→Review
Ready-made rule starting points
Use existing templates for quote follow-up, contact intervals, new-record quality and event reminders.
Workflows / Conditions, tasks, notifications and run history
CRM automation: conditional tasks and notifications
Prepare rules that create tasks or notifications from CRM conditions, with previews and execution history that make scope clear.
PRODUCT VIEW
See how it works.
Hubz Workflows creates tasks or notifications for the relevant owner when defined CRM conditions are met. Templates for unanswered quotes, contacts not reached recently, new-record quality and upcoming-event reminders provide starting points. A rule’s name, conditions, operating schedule and notification preferences are considered together. A need the team repeatedly checks can become an operating routine that remains open to review.
EXPLORE THE PRODUCT
Sample viewConditional workflows
1START
Prepare a rule for the need.
Start with follow-up, data-quality or event templates and define the required conditions and owner.
2CONDITION / PREPARATION
Review its scope.
Use preview tools to assess matching CRM records, generated tasks and notification preferences.
3NEXT STEP
Review execution.
Monitor run history and errors, then edit or stop the rule where necessary.
01Prepare a rule for the need.
02Review its scope.
03Review execution.
FROM NEED TO OUTCOME
Where this helps.
When daily checks depend only on personal memory, opportunities or incomplete records may be missed. Enabling a rule without understanding its scope can instead create unnecessary tasks and notifications.
WHAT YOU CAN WORK TOWARDS
Describe the condition and expected result first, then inspect the rule’s effect on eligible records. Monitor runs and manage the workflow around the team’s actual follow-up needs.
STEP BY STEP
How to use it.
- 01
Prepare a rule for the need.
Start with follow-up, data-quality or event templates and define the required conditions and owner.
- 02
Review its scope.
Use preview tools to assess matching CRM records, generated tasks and notification preferences.
- 03
Review execution.
Monitor run history and errors, then edit or stop the rule where necessary.
INSIDE THE MODULE
What can you do?
FOCUS 02▤
Conditional workflows
2Review its scope.→Review
CRM conditions
Adjust supported date, status, country, sector or score conditions to the business need.
FOCUS 03↗
Conditional workflows
3Review execution.→Review
Tasks and notifications
Turn eligible results into tasks or notifications for the responsible person, keeping ownership visible.
FOCUS 04◇
Conditional workflows
4Prepare a rule for the need.→Review
Review and history
Review a rule’s version, scope and run records to track the effect of changes.
FOCUS 05⌁
Conditional workflows
5Review its scope.→Review
Success and error preferences
Consider success and failure notifications within the operating policy, rather than leaving problems as unexplained silence.
IN EVERYDAY WORK
What it looks like in practice.
Returning quotes without a response after a period to their owners as follow-up tasks.
Conditions and ownership are defined; generated tasks and rule execution results are reviewed within the same management process.
Scenarios are illustrative; they are not customer testimonials or measured performance claims.
KNOW WHAT IS INCLUDED
Plans, permissions and limits.
Available on Professional and Business, subject to workspace permissions and the required provider connections. Sending capacity and provider fees are separate from the subscription.
- Current Workflows does not send general bulk email or WhatsApp campaigns.
- A trigger or action unsupported by a template is not presented as a ready capability.
- No unimplemented unlimited allowance or commercial workflow-count promise is made.
YOUR QUESTIONS
About this feature.
01Does a rule send marketing campaigns automatically?+
The current scope creates tasks and notifications from CRM conditions. Campaign sending remains subject to its own content, audience, provider and permission steps.
02Can I see its effect before enabling it?+
Use the rule’s preview and review tools to assess eligible records and the expected task scope.
RELATED WORKFLOW GUIDES
You may also need these features.
MODULES THAT WORK TOGETHER
Explore related modules.
01↗02↗03↗
Tasks and Kanban
Organize work in lists and Kanban views, keeping customer follow-up visible with an owner and date.
Workflows
Create tasks and notifications from suitable CRM conditions, making recurring follow-up visible to the team.
Reports and visibility
Review sales, customer relationships, support, operations and data quality through your existing records.