Dalil workflows enable sales teams to automate routine operations. Below are six common implementations you can use as starting points or replicate directly in your workspace.

Lead Assignment

Trigger: New person record created Actions: Assign owner and add to pipeline

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

Inbound Lead Enrollment

Trigger: New person record created Condition: Lead source is website Action: Add to outbound sequence

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

Pipeline Stage Progression

Trigger: Opportunity stage 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: Person record updated Condition: Lead 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 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: Opportunity stage updated Condition: Stage equals Closed Won Action: Add to onboarding sequence

Automatically enrolls new customers in an onboarding journey immediately after deal closure.

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