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Building automations in ZOLLO.
Design branching automation workflows on a visual canvas, from a trigger through conditions, waits, and actions.
- 1
Start with a trigger
Choose what starts the workflow: a manual trigger, a new contact, a tag being added, or a lead score change.
- 2
Add conditions, waits, and actions
Build branching logic with condition nodes that check lead score, status, consent, company, industry, or tags, wait nodes with a delay in minutes, and action nodes that add or remove a tag, update lead score, or send a template email.
- 3
Insert steps anywhere
Click any connection line on the canvas to insert a new condition, wait, or action into the middle of an existing workflow.
- 4
Save and activate
Save your workflow as a draft, preview how it will run, then activate it when you are ready to go live.
- 5
Run manually or review history
Enroll a single contact, list, or segment on demand from the Run automation panel, and review past runs with their step by step results.
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