Can automations run on a schedule?

Yes — workflows support scheduled (cron) triggers as well as record and webhook triggers.

What happens when a step fails?

Each workflow has configurable retries and a failure branch, so you decide what happens next instead of the run vanishing.

Sales automation

Automate the follow-up, keep the deals moving

Sales teams lose deals to silence, not competition. Activeflow365 automates the chase so every lead gets a timely, personal follow-up without a rep remembering to send it.

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Visual pipeline that stays clean

Drag deals through stages while automations handle the paperwork behind them.

Multiple pipelines with custom stages and weighted forecasting
Automatic task creation and owner assignment on stage change
Stalled-deal alerts before the deal goes cold

Follow-up sequences that adapt

Build multi-step sequences that branch on what the prospect actually does.

Conditional branches on opens, replies and deal stage
Email, SMS and WhatsApp steps in the same workflow
Configurable retries and an explicit failure branch

Handoffs without dropped balls

Route new leads, trigger internal notifications and log every touch automatically.

Round-robin and rule-based lead routing
Webhook triggers from your website forms and ad platforms
Full audit of every automated action

Questions

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