Harnessing the Power of Workflows: A Path to Success

What is a "Workflow"? A workflow is a system for managing repetitive processes and tasks which occur in a particular order.

Now that you know that, check out how awesome our workflows can be!

12/13/2023: Workflow Updates - Better go-tos, faster, and unsaved alert!

We are excited to announce some exciting updates to our workflow system that will enhance your experience and productivity. Here are the key improvements:

1. Unsaved Alert: Never worry about losing your work again! We have implemented a browser alert popup that will notify you if you attempt to close or refresh the tab without saving your workflow. This feature ensures that your progress is protected and gives you peace of mind while working.
2. Fix for Goto Links Overlap Issue: We understand the importance of smooth navigation within workflows. With this update, we have resolved the issue of overlapping goto links. Now, you can easily access different sections of your workflow without any visual interference.
3. Enhanced Hover Experience: To make your workflow navigation more intuitive, we have added highlights and animations when hovering over links. This enhancement provides a visual cue, making it easier for you to identify and select the desired section.
4. Improved Interface Speed: Our team has optimized the code behind the scenes to enhance the overall speed and responsiveness of the interface. You will notice a significant improvement in loading times and general system performance, allowing you to work efficiently and effortlessly.
5. Updated Translations: Communication is key, and we want to ensure that our platform is accessible to users worldwide. We have updated translations in 10 different languages, enabling a seamless experience for our international users.

We hope these updates enhance your workflow experience and boost your productivity. Stay tuned for more exciting features and improvements in the future!



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Other Recent Workflow Updates:



09/30/2023: Introducing the New Contact Workflow Action: Simplify Lead Distribution!

Are you tired of manually managing leads and distributing them between different subaccounts? We have great news for you! Our latest feature, the Contact Workflow Action, makes lead distribution a breeze!

Streamline Lead Distribution with the Workflow Builder

The Contact Workflow Action is seamlessly integrated into our powerful Workflow Builder. This means that you can automate the distribution of leads between subaccounts with just a few clicks! No more tedious manual work or time-consuming data entry.

Copy Contacts with Ease

With the Contact Workflow Action, copying contacts into subaccounts has never been easier. Simply select the desired subaccount, and the workflow will handle the rest. Say goodbye to tedious copy-pasting and hello to efficient lead management!

Customize Your Workflow

We understand that every business has unique needs. That’s why we’ve made the Contact Workflow Action highly customizable. You can choose whether you want to move tags along with the contacts or keep them separate. Additionally, you have the flexibility to decide whether to copy custom fields or not. Tailor the workflow to fit your specific requirements and streamline your lead distribution process.

Save Time and Increase Efficiency

By leveraging the power of the Contact Workflow Action, you can save valuable time and increase your team’s efficiency. Automating lead distribution not only eliminates human error but also allows your team to focus on more important tasks, such as nurturing leads and closing deals.

Get Started Today!

Ready to simplify your lead distribution process? Start using the Contact Workflow Action now and experience a seamless and efficient way to distribute leads between subaccounts. Say hello to increased productivity and goodbye to manual data entry!

Don’t miss out on our other powerful features! Stay tuned for more exciting updates.

09/06/2023: Opportunity Created and Changed Triggers Live!

We are thrilled to announce that we have just launched two new triggers for our workflows: opportunity created and opportunity changed.

These triggers have been meticulously designed to filter out only those opportunities that meet specific conditions, allowing for a higher level of precision and control in our processes. This exciting development opens up a whole new world of possibilities for our team, enabling us to achieve even greater success in our endeavors.

We want to extend our heartfelt congratulations to the entire team for their incredible work on this project. Together, we have achieved something truly awesome!

What is this feature?

The Custom Fields for Opportunities feature enables businesses to add, customize, and organize specific data fields for their sales opportunities.

This provides greater flexibility and precision in tracking potential sales or tasks. It allows businesses to include additional data points unique to their operations or sales processes. These custom fields can range from project deadlines product specifications, client preferences, etc.

Furthermore, this feature allows businesses to categorize these custom fields into various folders, creating a more organized and streamlined view. There's also an option to hide empty fields, ensuring a clean and efficient visual of opportunity cards.

Usage Cases:

Sales Deadlines: You can create a custom field for each opportunity's sales closing date to ensure your team knows all critical deadlines.

Sales Stages: Differentiate between various sales stages for an opportunity, such as initial contact, needs assessment, negotiation, or final closing.

Product Details: Use custom fields to track specific product or service details related to an opportunity, such as product model, SKU, or service type.

Client Preferences: Track specific preferences or needs of a client, such as preferred contact time or any particular requirements or requests they may have.

Lead Source: Keep track of where your leads are coming from. This could include referrals, social media, direct mail, etc.

Customer's Budget: To cater to your offers more precisely, having a field for the client's budget or expenditure capability would be helpful.

Likelihood of Conversion: Create a field to indicate the probability of an opportunity turning into a successful sale. This can help prioritize resource allocation. This could be a number field modified using a Math Operation workflow action to update the field.

Next Follow-Up Date: To keep the conversation going and increase the chances of a sale, you might want to track when you should follow up with a potential client.

Associated Campaigns: If your opportunities are tied to specific marketing campaigns, you can create a custom field to track which campaign each opportunity is associated with.

Client's Industry or Occupation: Having a field for the client's industry or occupation can help you understand their needs better and tailor your communications accordingly.

Connect & Grow Your Sales & Marketing With Wisco Connect's Workflows!

Your Communication Solution!

No Technical Skills Required. Pre-Made Workflows!

Reach more new prospective customers, close more deals & increase profits with our highly personalized pre-made workflow automations for your business! We do all of the "busy work" for you!

Save 12+ Hours Per Week With Connect Workflows!

Save time with Connect Workflows, automating repetitive tasks like lead capturing and following up... so you can focus on your business.

Convert Leads With Workflows To Automate Your Follow Up

Workflows can automatically send customized text messages & email follow-ups to potential clients as soon as they fill out a form on your website or social media.

44% of potential clients move on to another company if you don't respond fast enough. Quick follow-up with your clients drives repeat sales and more referrals.