- Sequences have been renamed to Workflows, and any Workflow can now have automated triggering criteria.
- Triggering criteria can include most fields related to the Lead and associated Contacts.
- The trigger fires any time a lead is created or updated to match your specified filters. Leads already matching the criteria when the trigger is set will not be enrolled retroactively.
- Only the primary contact on the lead will be enrolled when the trigger fires.
- By default, the Workflow creator is set as the assigned user for any Workflow steps. Use Send As settings for more advanced sending options.
- For more details, see our Help Center guide.
