Maximize your efficiency by integrating Email Sequences with Workflows! This powerful setup allows you to automatically send contacts between workflows and email sequences, streamlining your lead management process.

With Workflows, you can effortlessly track and manage your most crucial processes in one place. Instead of juggling spreadsheets, add new leads, contacts, or companies directly into a workflow to begin the nurturing process.

Email Sequences, on the other hand, are meticulously designed series of pre-written emails that are sent automatically based on actions or schedules. These sequences are crafted to nurture leads, foster relationships, and drive desired actions such as purchases or demo bookings. By combining workflows and email sequences, you create a seamless and effective approach to managing and engaging with your leads.

To begin sending sequence contacts to workflows, ensure you have created your email sequence. Follow the steps outlined in this article to set up your sequences:

Setup Email Sequences

While editing or creating your email sequence, you will see the option "Add to/Move In Workflow" under "Add.

Add to/Move in Workflow allows you to move contacts to a specified stage in a workflow. If the contact is not currently in the workflow then they will be added.

Choose your Workflow first then the stage the contacts should be in.

Nimble will keep track of how many contacts have been moved to the workflow stage.

Any contact that reaches this stage of your sequence will be automatically added to the Workflow stage.

This action can be placed anywhere in your email sequence. If there are more stages in the sequence, the contact will continue to progress until it reaches the end of the sequence or a condition is met.

To begin sending workflow contacts to sequences, ensure you have created a workflow. Follow the steps outlined in this article to set up your workflow:

Customize Workflows and Templates

Navigate to the Workflows tab and select an existing Workflow from the list. Choose "Manage Automations" and then "New Automation" to proceed.

Automation is based on triggers that cause an action to occur when moving a contact card from one stage to the next in Workflows. When you create a trigger, you'll be able to take specific actions such as sending contacts to an email Sequence.

Any contact that reaches this stage of your Workflow will be automatically added to the Email Sequence.

If you have any questions, please write us at care@nimble.com, initiate a chat from this FAQ, or join one of our Nimble Onboarding and Best Practices sessions, held every weekday at 9 AM PT.