Dalil workflows enable sales teams to automate routine operations. Below are seven common implementations you can use as starting points or replicate directly in your workspace. Each maps to real triggers and actions; see Triggering workflows and Setting workflow actions for the full catalogs.

Lead Assignment

Trigger: Record is created (Person) Actions: Update Record (assign owner) → Create/Update Pipeline Record

Ensures every new lead gets routed to the right representative and appropriate sales pipeline automatically.

Inbound Lead Enrollment

Trigger: Record is created (Person) Condition: Lead source is website Action: Add to Sequence Campaign

Automatically enrolls website-sourced prospects into follow-up campaigns without manual intervention.

Enrichment Follow-Up

Trigger: Enrichment (outcome: Found) Action: Add to Sequence Campaign

The moment enrichment finds an email address for a contact, they enter your outreach sequence, with no list-building step in between.

Pipeline Stage Progression

Trigger: Pipeline record is updated Condition: Stage equals Qualified Action: Update Pipeline Record

Moves deals forward when they reach qualified status, keeping pipelines clean and current.

High-Scoring Lead Sequences

Trigger: Record is updated (Person) Condition: Score ≥ 80 Action: Add to Sequence Campaign

Automatically targets top-quality prospects with outreach the moment their score crosses the threshold.

Sequence Exit on Deal Creation

Trigger: Pipeline record is created Action: Exit from Sequence Campaign

Removes contacts from outreach sequences once they enter an active opportunity, preventing over-communication at a critical deal stage.

Customer Onboarding

Trigger: Pipeline record is updated (Opportunity) Condition: Stage equals Closed Won Actions: Add to Sequence Campaign (onboarding) → Create Task (for the account manager)

Automatically enrolls new customers in an onboarding journey immediately after deal closure, with a task so a human owns the handoff.

Key Benefits

Workflow automation helps teams:

Process leads immediately without relying on manual steps
Maintain structured, consistent pipelines
Execute outreach automatically based on CRM signals
Preserve data accuracy by updating records as events happen

Together, these automations transform Dalil into an automated sales operating system where the right action always happens at the right time.

Example workflow automations