Why one flow beats a pile of separate rules
"A single Workflow Rule can send one email when a lead is created. I need a whole nurture sequence instead: wait two days, check if they replied, and only then send a different email to the ones who didn't. That's five decisions chained together, not one."
A Workflow Rule is built for one trigger (a thing that happens) leading to one set of actions, all at once. A real nurture sequence โ a planned series of follow-up touches โ needs several steps in order, waiting periods between them, and different paths depending on what the data looks like at each step. Trying to fake that with several separate Workflow Rules gets confusing fast.
A trigger, then a chain of steps
A Journey starts with one trigger โ the thing that kicks it off: Record Created, Record Updated, or Created or Updated, on whichever kind of record you pick (a Lead, for example). Below the trigger, you add steps one after another, and each step runs in order.
| Step type | What it does |
|---|---|
| Send Email | Sends a ready-made template email to the record |
| Time Delay | Waits a set number of minutes, hours, or days before continuing to the next step |
| Branch (If/Else) | Splits the journey into different paths, based on what a field's value is |
| Email Alert | Sends a custom email you write yourself (to / subject / body) |
| Webhook | Sends the record's data to an outside web address, so another system can react to it |