01
A clear starting event
Start from an inquiry, status change or appointment event. A defined entry condition keeps enrollment relevant and makes the workflow easier to understand and review.
SOLVAREX PLATFORM
Marketing Automation and Sales Workflows
Turn repetitive follow-up into defined workflows. Solvarex marketing and sales automation can start from events such as a form submission or a deal-stage change, then apply actions, conditions, waits and assignments around your customer journey.
Configured for your customer journeyDefined scope before launch
From inquiry to next action
Lead follow-up workflow
TRIGGERNew website inquiry
ACTIONAssign contact to Ahmad
YES
Confirm & remind
NOT YET
Follow-up message
Try the controls. Illustrative interfaces and data.
CAPABILITIES WITH PURPOSE
Each capability solves part of the challenge.
Connect each action to the next, from the first inquiry to ongoing follow-up.
02
Conditions and timing, not blind sequences
Use branches and wait steps around dates, replies or conditions. The next action can reflect the customer’s response instead of continuing an outdated sequence.
03
Tasks and CRM updates together
Assign owners, create tasks and update fields or stages in a configured workflow. Relevant information reaches the person responsible for the next action.
04
Test before launch, review after
Separate drafts from published workflows and test sample cases and exceptions. Execution review and saved versions help maintain the logic as your business changes.
FROM PROBLEM TO APPLICATION
A new inquiry becomes an organized follow-up
A form submission is classified by service and routed to an owner. A booking changes the next action, while an unanswered inquiry enters a defined follow-up path.
An illustrative use case, not a measured customer outcome.
Marketing Automation WorkflowsA clear next action
FROM IDEA TO OPERATION
This is how the steps connect.
Select a step to explore its role in the workflow.
01
A CLEAR NEXT STEPChoose a trigger
Start with a form, pipeline stage, or defined event.
Customer contextDefined action
02
A CLEAR NEXT STEPAdd conditions
Separate booked contacts from those needing follow-up.
Customer contextDefined action
03
A CLEAR NEXT STEPTest and review
Check tasks, messages, and handoffs to a team member.
Customer contextDefined action
YOUR QUESTIONS ABOUT
Marketing Automation Workflows
Workflows need testing and monitoring. External messages and integrations depend on account permissions and usage limits.
Book a demoHow does automation differ from an email campaign?
A campaign sends content to a defined audience. A workflow responds to events or conditions and can combine messages, tasks and record updates. An email may be one step in that wider process.
Can follow-up stop when someone replies?
We configure waits, exits and branches around replies and status. Testing covers responses, bookings and loss of interest so inappropriate follow-up does not continue.
Does editing a draft change the live workflow?
Saving a draft and publishing are different actions. Review and test the change before publishing, using available version history when a previous configuration is needed.
Can workflows connect external systems?
Available integrations, APIs or webhooks may be used where the other system supports them. We verify permissions, field mappings, error handling and usage limits before confirming a custom connection.
Who designs and maintains the workflows?
Your team can manage the tools after training, or commission Solvarex to design and implement automations. Scope defines use cases, content approval and responsibility for monitoring exceptions.
LET’S TALK ABOUT YOUR NEEDS