When this, do that
Conditions on intent, priority, source, or field values.
Product
When a high-intent request arrives, assign, notify, and open the CRM record automatically.
Conditions on intent, priority, source, or field values.
Route to a person or team and tell the channel.
Create CRM objects and tasks in the same step.
Keep exploring
Start from a prompt or a template. Collect structured data, then route the work that follows.