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Workflow automation

Automate the follow-through, not just the reminders.

Build workflows on a visual canvas. When a lead arrives, a follow-up slips or an appointment nears, Subul CRM routes, reminds, messages and escalates — with test mode, version history and full logs.

No code Test before you publish Logged step by step
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30+building blocks: triggers, conditions, actions, logic
0lines of code to build a workflow
5 hsaved per agent every week
Placeholder figures — replace with verified customer results before launch.
Test run passed6/6 steps · 0.8 s
New Meta lead routingv12 · Published
TRIGGERNew lead · Meta Lead AdsForm: New Cairo launch
CONDITIONBudget ≥ 5M EGP?Custom field · Budget
Yes
Senior teamWeighted 60/40
No
Team EastRound-robin
ACTIONSend WhatsApp welcomeTemplate: welcome_ar
WAITWait 15 minWorking hours only
ACTIONNot contacted? EscalateNotify team leader · reassign
v12 publishedby Hossam · restore anytime
Key capabilities

Everything you need to automate safely

A builder your ops team can own — with the guardrails your engineers would insist on.

Visual workflow builder Drag triggers, conditions and actions onto a canvas and see the whole flow at a glance.
Triggers for every moment New leads, stage changes, overdue follow-ups, upcoming appointments, webhooks and schedules.
Conditions & branching Route by source, campaign, score, custom field, workload or working hours.
Actions that do the work Assign, create tasks, send WhatsApp templates and emails, update fields, call webhooks.
Test mode Dry-run any workflow on sample leads. Nothing is sent and nothing changes.
Version history Every publish is a version. Compare, roll back and see who changed what.
Execution logs A step-by-step trace of every run, filterable by retries, failures and skips.
Built-in reliability Idempotency, loop guard, retries with backoff and rate limits — on by default.
Building blocks

A block for every sales moment

Combine triggers, conditions, actions and logic — the same blocks work across every pipeline and industry.

Search 30+ blocks…
TriggersWhen something happens
New lead created Ad or form lead received Stage changed Field updated Follow-up overdue Appointment coming up Webhook received On a schedule
ConditionsOnly if…
Source or campaign is… Field equals or contains… Lead score above… Agent workload under… Within working hours Tag present or absent
ActionsThen do this
Assign or reassign lead Create task or reminder Send WhatsApp template Send email Notify a user or team Update field or move stage Call a webhook or API
LogicControl the flow
If / else branch Wait for a duration Wait until a date or event Split by percentage (A/B) Run another workflow Stop workflow
Ready-made scenarios

Start from a proven workflow

Pick a scenario to watch it run — every template is fully editable.

Test mode

Dry-run it before anyone gets a message

Run any workflow against a sample lead and watch each step decide — what it would assign, send and create — without touching real data.

Test with sample leads, or a real lead in read-only mode. See every step’s decision and the data it used. Messages are previewed, never sent; records never change. Publish only when every path passes.
TEST LEADLaila Mostafa · Meta · budget 8M EGP
Test mode — no messages are sent and no records change.
Trigger: new Meta leadMatched — form “New Cairo launch”— PassedRunningPending
Condition: budget ≥ 5M EGPYes — budget 8M EGP → Senior team— PassedRunningPending
Assign leadWould assign to Salma R. (12/20 open)— PassedRunningPending
Send WhatsApp welcomePreview rendered — not sent in test mode— PassedRunningPending
Create call taskWould create a task due in 15 min— PassedRunningPending
Version history & execution logs

Know what changed — and what ran

Every publish is saved as a version you can compare or restore, and every run leaves a step-by-step trace your team can search.

Version historySample data
v14 DraftYou · nowChanged the wait from 30 to 15 min
v13 PublishedHossam · 2 days agoAdded the budget condition
v12 ArchivedHossam · Sep 28WhatsApp template welcome_ar v2 Restore
v11 ArchivedNour A. · Sep 14First version Restore
Compare any two versions side by side; restoring creates a new draft.
Execution logsSample data
Trace · failed run at 10:22:03 step 2 · whatsapp.send → 400 template_not_approved retries: 0 (non-retryable) · alert → admin@[EMAIL]
Reliability

Automation you can trust at campaign scale

Ad campaigns send bursts, providers hiccup and people double-click. Subul CRM’s engine is built so none of that turns into duplicate messages or runaway loops.

Exactly-once runs Every event carries an idempotency key, so a retried webhook or double-submitted form runs the workflow once — not twice.
Loop guard Workflows that would re-trigger themselves are detected and stopped, with a cap on runs per lead per hour.
Retries with backoff Failed steps retry after 1, 5 and 30 minutes; after that the run is parked and an admin is alerted.
Rate limits & quiet hours Messages respect WhatsApp template limits, per-lead caps and each team’s quiet hours.
Retry timeline · Send WhatsAppSample data
10:00:02 Attempt 1 — provider busy 503
10:01:02 Retry 1 (after 1 min) 503
10:06:02 Retry 2 (after 5 min) — delivered 200
Guards on this workflow
Max runs per lead per hour3
Retry schedule1 min · 5 min · 30 min
Quiet hours10:00 PM – 8:00 AM
On final failurePark run + alert admin
idempotency_key = lead_48213:stage_changed:v13
How it works

From idea to live workflow in four steps

Most teams publish their first workflow on day one.

01 Start from a template Pick a scenario for your industry or start from a blank canvas.
02 Drag blocks onto the canvas Add triggers, conditions, actions and waits — no code, no scripts.
03 Test with sample leads Dry-run every path and fix anything before it reaches a customer.
04 Publish & monitor Go live, watch the run log and roll back to any version in a click.
Use cases by industry

Automations teams run every day

Templates for each industry — adapt them to your stages, fields and channels.

Explore industries
Real estate
Route project leads, remind clients before viewings and hand hot buyers to senior agents.
Typical setup
Lead routing Viewing reminders Hot-lead handoff
Medical clinics
Confirm appointments, recover no-shows and remind patients about follow-up visits.
Typical setup
Confirmations No-show recovery Follow-up visits
Dental clinics
Run recall campaigns and nudge patients who paused a treatment plan.
Typical setup
6-month recall Plan reminders Review requests
Education
Remind applicants about deadlines and missing documents, and alert advisors to stalled files.
Typical setup
Deadline reminders Missing documents Advisor alerts
Automotive
Follow up after test drives, chase financing approvals and schedule service reminders.
Typical setup
Test-drive follow-up Financing Service reminders
Marketing agencies
Alert account managers on SLA breaches and send clients weekly lead summaries.
Typical setup
SLA alerts Weekly summaries Client handoff
FAQ

Questions, answered

What ops and sales leaders ask before automating their pipeline.

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Put your follow-through on autopilot — safely

See it on your own pipeline in a 30-minute demo — or start a free trial and connect your first lead source today.