Dalil workflows allow you to automate common sales operations that would otherwise require manual work.

Below are several examples of workflows commonly used by sales teams.

Automatically assign new leads

Trigger
Record created (Person)

Actions
Assign owner
Add record to pipeline

This workflow ensures that every new lead entering the CRM is automatically assigned to the correct sales representative and added to the appropriate sales pipeline.

Automatically enroll new leads in an outreach sequence

Trigger
Record created (Person)

Condition
Lead source = Website

Action
Add to outbound sequence campaign

This workflow automatically enrolls new inbound leads into a follow-up sequence without requiring manual intervention.

Automatically move opportunities across pipelines

Trigger
Opportunity stage updated

Condition
Stage = Qualified

Action
Update pipeline record

This workflow moves qualified deals to the next stage of the sales process automatically.

Automatically add qualified leads to a sales sequence

Trigger
Person record updated

Condition
Lead score ≥ 80

Action
Add to sequence campaign

This automation ensures that highly qualified leads automatically enter a targeted outreach sequence.

Automatically remove contacts from a sequence when a deal is created

Trigger
Pipeline record created

Action
Exit from sequence campaign

This prevents contacts from continuing to receive outreach messages once they have already entered an active sales opportunity.

Automatically add new customers to an onboarding sequence

Trigger
Opportunity stage updated

Condition
Stage = Closed Won

Action
Add to onboarding sequence campaign

This workflow ensures that every new customer automatically enters the onboarding process after a deal is successfully closed.

Why workflow automation matters

These examples show how Dalil workflows help automate key operational processes such as lead assignment, pipeline management, and sequence enrollment.

By automating these tasks, teams can ensure that:

• Leads are processed immediately

• Opportunities follow a structured pipeline

• Outreach sequences run automatically

• CRM data remains accurate and consistent

Workflows transform Dalil from a simple CRM into an automated sales operating system.