Workflow Rules
Trigger on create/update/field change. Actions: update fields, assign owner, send email, create tasks, call webhooks.
Email Sequences
Automated multi-step outreach per prospect. Branches on open/reply. Pause on response. Cadence tuned to what works.
Sales Cadence
A structured plan of touches — calls, emails, tasks — across a defined period. Reps follow the cadence; system reminds of overdue steps.
Custom Actions
Webhooks into Freshworks Marketplace apps or your own endpoints. Extend beyond built-in actions.
Observability
Activity timeline shows automations that fired. Reports on sequence performance. Disable underperformers.