Workflows

Generate more revenue and spend less time on repetitive tasks by setting up powerful workflows using a simple, visual interface.

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Workflows & automation in Overloop sales automation & cold emailing software

Sales on autopilot

Automating recurring and boring sales tasks allows you to spend more time engaging with contact. In the end, it means more productivity and more revenue for your sales team.

Workflows & automation in Overloop sales automation & cold emailing software

Automatic enrollment

You can add contacts manually to your workflows or enroll them automatically when they trigger specific events in your account and meet predefined filter criteria (reply to an email, click a link, etc.).

Workflows & automation in Overloop sales automation & cold emailing software
Workflows & automation in Overloop sales automation & cold emailing software
Workflows & automation in Overloop sales automation & cold emailing software

Building blocks

Conditions

Use conditions to create incredibly powerful workflows where contacts are directed down one path or another based on a set of filters.

Delays

Use delays to wait before moving from one step to the next one.

Use delays to set intervals between emails or before asking your sales to act by creating a task for example.

Manual reviews

Review steps will queue up contacts so you can check and approve them before they can continue the workflow.

This can be useful to make sure that every contact has all the information you need before sending him a personalized email.

Personalization

With personalization variables, you can tailor your emails or tasks, and give every contact the attention they deserve.

Workflows & automation in Overloop sales automation & cold emailing software
Deals automation in Overloop sales automation & cold emailing software
Tasks automation in Overloop sales automation & cold emailing software
Action fields in Overloop sales automation & cold emailing software
Notifications in Overloop sales automation & cold emailing software
Notes automation in Overloop sales automation & cold emailing software

Action blocks

Deals

Automatically create deals in the right pipeline, at the right stage. Move the deal when your contact reply for example. Possibilities are endless…

Tasks

You can create tasks linked to enrolled contacts and assign them to the user of your choice.

Data update

Automatically update any contact’s field. Combining this with enrollment triggers allows you to link multiple workflows together.

Notifications

Get notified by email or SMS when something important happens in a workflow.

Notes

Add notes to keep track of important event on your contacts.

“Overloop is an absolute must if cold mailing is part of your sales strategy. It can literally replace one person on the team who would have to gather emails and then send emails and follow-ups.”

Miha A. Head of Marketing

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