How to Build Automations (Workflows)

Out Front CRM's Workflows (also called Automations) allow you to automate repetitive tasks, streamline communications, and create personalized experiences based on user behavior.

Step 1: Access the Automation Builder

1. Log into your Out Front CRM account

2. Navigate to Automation in the left-hand menu

3. Click + Create Workflow to start a new one, or click on an existing workflow to edit

Choose from:

• Start from Scratch

• Use a Template (recommended for beginners)

Step 2: Add a Workflow Trigger

The first step in every workflow is to add a Trigger — the event that sets your automation in motion.

Popular Trigger Options:

• Form Submitted

• Contact Tag Added

• Appointment Status Changed

• Birthday Reminder

• Order Submitted

• Pipeline Stage Changed

• Contact Created

You can also apply filters (e.g., only if contact is from a certain campaign or has a specific tag).

Step 3: Add Actions

Once the workflow is triggered, you define what happens next.

Most-Used Actions in Workflows:

• Send Email: Deliver automated emails instantly or on a delay

• Send SMS: Text messages directly to your contact’s phone

• Wait/Delay: Pause the workflow for a specific time

• Assign to User: Route the lead to a team member

• Add/Remove Tag: For contact organization or tracking

• Add to Opportunity: Put the lead into a pipeline with a defined stage

• If/Else Condition: Add branching logic based on tags, custom fields, or behavior

• Webhook: Connect to third-party apps or services

• Internal Notification: Notify your team via email or SMS

Step 4: Adjust Settings & Controls

In the Settings tab (top right of the builder), you can:

• Name the workflow

• Turn on/off Workflow Trigger Filters

• Toggle Stop on Response (pauses workflow if the lead replies)

• Set Default Assigned User

• Add Notes for team clarity

Step 5: Test & Publish

Use the Test Contact feature to simulate how the workflow runs. Once tested, switch the Status toggle at the top right to Publish.

Bonus Tips:

• Use Folders to organize your automations

• Duplicate existing workflows to reuse structure

• Monitor performance under the Analytics tab

Now you're ready to automate like a pro! From simple lead follow-ups to complex nurture sequences, Out Front CRM Workflows let you put your customer journey on autopilot.