Workflows
Automate your form data processing with powerful workflows. Enrich submissions, qualify leads with AI, and send data to your favorite tools.
What are Workflows?
Workflows let you automate what happens after someone submits your form. Instead of manually processing each submission, you can set up a sequence of actions that run automatically—like enriching contact data, qualifying leads with AI, and syncing to your CRM.
Example workflow
Key Capabilities
Form Triggers
Automatically run workflows when forms are submitted
Data Enrichment
Enrich contacts with company data from Clay
AI Processing
Classify and qualify leads with AI agents
Smart Routing
Filter and route data based on conditions
15+ Destinations
Send data to HubSpot, Salesforce, Slack, Google Sheets, Airtable, Notion, and more
Plan Availability
Workflow features vary by plan.
Free
1 workflow
Email notifications only
Pro
1 workflow
+ CRM integrations, enrichment, routing
Business
Unlimited
+ AI agents, 100 AI credits/month
Learn More
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