video1.0<iframe src="https://www.loom.com/embed/cae7fe7029ce4f9ca5dd5f96e08c8185" frameborder="0" width="1280" height="960" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>9601280Loomhttps://www.loom.com9601280https://cdn.loom.com/sessions/thumbnails/cae7fe7029ce4f9ca5dd5f96e08c8185-00001.gif774.24Hi, this is Marcelus with my local ads. In this Loom, I'll be giving you a quick tutorial on workflow automations and how they work in your CRM account. I'll be walking you through a hypothetical workflow scenario that we could be automating, such as tracking form fills and phone call leads from your website and automating that information as an opportunity into one of your pipelines. I'll show you how to create a workflow automation, set up triggers and action steps, and customize settings. I'll also run a test to show you how it works and give you tips on troubleshooting. If you have any questions, feel free to reach out to us directly at my local ads.