Connect a customer event to a considered next step.
Build follow-up around configured events and conditions. Keep the customer’s profile, consent and recent activity in view as the relationship develops.
A customer-linked form response completes and matches a configured event.
The journey evaluates the selected conditions and timing.
A task is created for the team to review the response and follow up.
Product scene · example interfaceThis interface uses example data. Nothing is sent, booked or charged.
Customer journeys
Built for the work behind the conversation
01
Begin with an event that means something
Supported events include customer, lead, deal, appointment, form and membership activity. The chosen event and enabled features determine which journey can run.
02
Add timing and decision points
Use supported waits and conditions to shape the path. Working windows, frequency and exit rules help keep follow-up relevant to the customer’s situation.
03
Choose a useful outcome
Configured actions can create tasks or send eligible approved templates and forms. Sales actions require additional entitlements, and connected sends still follow provider rules.
How it fits into your day
A completed form creates a follow-up task
Workflow · example data, not a customer result
01
A customer-linked form response completes and matches a configured event.
02
The journey evaluates the selected conditions and timing.
03
A task is created for the team to review the response and follow up.
Choose the right plan
Plan availability
Availability depends on your plan and workspace setup. Channel permissions and provider eligibility also apply. Compare plans to see what each plan includes.