What if your CRM could think for you? Today, we are taking the “manual” out of “manual labor” with the launch of the ZeroAI Workflow Engine.
We’ve built a powerful, drag-and-drop visual automation builder that lets you automate your entire business operation—no coding required. If you can dream it, you can automate it.
1. The Power of “Trigger → Condition → Action”
Our Workflow Engine follows a simple, logical path that anyone can master. You define the rules, and ZeroAI does the rest.
- The Trigger: An event that starts the clock (e.g., a new Lead Form submission or a Deal moving to “Closed”).
- The Condition: Add “if/then” logic to ensure the right things happen at the right time (e.g., only if the deal value is over $5,000).
- The Action: The final result (e.g., send an automated email, assign a task to a team member, or send a Slack alert).
2. Built for Every Department
Automation isn’t just for the tech team. The Workflow Engine is designed to streamline operations across your entire company:
- Sales: Automatically rotate leads among your sales reps to ensure a fair and fast response.
- Marketing: Send personalized follow-up emails based on exactly what a customer clicked.
- Operations: Create a recurring task for your account managers the moment a client’s contract is 30 days from expiring.
3. Total Control, Zero Code
You shouldn’t need a developer to scale your business. Our visual builder allows you to see your entire process laid out in front of you. You can zoom out for the big picture or dive deep into specific logic paths to ensure your customer journey is perfect.
Stop Repetitive Tasks Today
The Workflow Engine is now available for all ZeroAI CRM users. To build your first automation, click on the “Automations” tab in your sidebar and select “Create New Workflow.”