# First Workflow

Workflows are where Drip CRM truly shines. They let you automate repetitive tasks like follow-ups, reminders, and lead nurturing — so you can focus on closing deals instead of chasing them.

This guide walks you through creating your very first workflow.


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## ⚡ Step 1: Go to Workflows

* From the sidebar, navigate to **Automations → Workflows**.
* Click **+ Create Workflow**.


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## 🛠 Step 2: Choose a Template or Start from Scratch

* **Templates**: Pick from ready-made workflows (e.g. *Missed Call Text Back*, *New Lead Nurture*).
* **Blank Workflow**: Build a sequence customized to your business.

💡 *Tip: For your first time, start with a template. You can always edit and expand it later.*


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## 🎯 Step 3: Add a Trigger

Triggers tell Drip CRM when to start the workflow. Examples:

* A new contact is added.
* A form is submitted.
* An appointment is booked.
* A missed call occurs.


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## 🔄 Step 4: Add Actions

Once the trigger fires, choose what happens next. Actions can include:

* Send SMS or email.
* Add a tag to the contact.
* Move contact to a pipeline stage.
* Assign the lead to a user.
* Wait for a set period of time before the next step.


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## 🧩 Step 5: Add Conditions (Optional)

Conditions let you personalize the journey:

* Example: *If contact has tag “VIP,” send a personalized SMS. If not, send standard follow-up email.*


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## ▶️ Step 6: Publish and Test


1. Review your workflow steps.
2. Click **Publish** to activate it.
3. Test by adding a dummy contact or submitting a form yourself.


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## ✅ Example: “New Lead Welcome”

* **Trigger**: New contact added.
* **Action 1**: Send SMS: “Thanks for reaching out! We’ll be in touch shortly.”
* **Action 2**: Wait 1 day.
* **Action 3**: Send email introducing your services.
* **Action 4**: Assign lead to sales pipeline stage *Contacted*.


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## Next Step

You’ve now built your first workflow! The next section, **Core Modules**, will take you deeper into each part of Drip CRM — starting with the **CRM** itself.