Journeys: automatic cross-module orchestration
A journey is a sequence (the same visual builder as cadences) triggered by an event from ANY CRM module, not just marketing. You pick the entry trigger (record created, record edited, a field changing to a value, or the record entering a segment) and design what happens: emails, tasks, notifications, conditions and waits. It fires automatically and never duplicates: each record enters a journey only once.
Open Settings › Journeys. Click New journey, give it a name and pick the object (Lead, Contact, Opportunity, Ticket or any of your objects).
The entry trigger
- Record created: enters when a new record of the object is created. You can require a condition (e.g. source equals Website).
- Record edited: enters when a record is saved with changes and matches the condition.
- Field changes to a value: enters when a field takes the value you set (e.g. status changes to Qualified).
- Enters a segment: enters when the record starts matching a dynamic segment you already built in Marketing › Segments.
Design the journey
Use the visual builder (the same as cadences and automations): add email, WhatsApp, SMS, task, notification, set field, webhook, condition and wait steps. Channels without an integration appear disabled and are skipped without breaking the journey.
- Build the trigger and the flow and click Save.
- Activate the journey with the status toggle to start enrolling records.
- From then on, every record that matches the trigger enters automatically.