What is a CRM Workflow?
A CRM workflow is like your backstage assistant: it automates repetitive tasks so your team can focus on deals instead of clicks.
Workflows trigger when specific events happen:
a form submission
a pipeline stage change
a support ticket created
No more sticky notes or mental reminders. The CRM acts for you logic with precision.
Benefits of CRM Workflows
Save time by removing repetitive tasks like follow-ups and data entry
Respond faster with instant automation
Keep messaging consistent across sales, marketing, and support
Boost productivity by keeping reps focused on selling
Manual vs. Automated Workflows
Manual = post-its, reminders, missed follow-ups
Automated = the CRM takes over
Example: a lead clicks your pricing page → Dalil instantly assigns a task and updates the lead score.
Where Workflows Fit in a CRM
Workflows are the glue connecting leads, emails, pipeline stages, and tickets into one system.
The result: the CRM works for you, not against you.
Common Types of Workflows:
Sales
Lead qualification → Dalil enriches data from WhatsApp + LinkedIn, routing ICP matches.
Deal stage advancement → pipeline updates triggered after discovery calls.
Automated follow-ups → WhatsApp, email, or LinkedIn outreach after X days.
Marketing
Lead scoring → downloads, webinars, pricing visits trigger alerts.
Email nurture → welcome sequences for new subscribers.
Reactivation → “Still interested?” messages sent automatically.
Support
Ticket routing → billing issues routed to finance + Slack notifications.
Escalations → unresolved tickets auto-escalated.
Feedback → surveys auto-sent, alerts triggered on low scores.
Real Dalil Workflows
Turning interest into deals
Form submitted → data enrichment → WhatsApp/LinkedIn engagement → call booking → deal won → Slack celebration → upsell reminder.
Custom prospect nurture
Flag lead → assign to list → LinkedIn connect → VA monitors activity → daily engagement → nurture → call/close/remove.
Sales campaign flow
Import CSV → Dalil enriches + pulls posts → reps engage → warm leads → outbound campaign → webhooks track progress → auto pipeline updates.
