New Lead Nurture
When a Company is created with type "Prospect" → create an intro task + move linked opportunity to Qualification.
Workflows
Set it once. Run it forever.
Build trigger-based automations in minutes. When a record is created, a deal advances, or a task lands. SafiTrack handles the follow-through so your team doesn't have to.
Triggers
React to every change in real time
Workflows fire the moment something meaningful happens in your CRM. No polling. No delays. Just instant execution.
- Record Created: Company, Person, or Opportunity added to your CRM
- Record Updated: Any field change on any object fires the chain
- Task Created: New task triggers follow-on automations across deals and contacts
Actions
Do the work your team forgets
Stack multiple actions in a single workflow. Each one runs in order, automatically. No matter how busy the day gets.
- Create records: new companies, people, or opportunities
- Update existing records: advance a deal stage, update a field value
- Create or update tasks. Assign, prioritize, and set due dates automatically
3×faster lead follow-up when workflows are active
2hsaved per rep, per week on manual data entry
100%of runs logged: full audit trail always visible
How it works
Three steps to automated
Deal Stage Advance
When an Opportunity is updated to "Proposal" → create a follow-up task with a 3-day deadline for the deal owner.
Task Auto-assign
When a Task is created without an assignee → assign it to the company's owner and set priority to Medium automatically.
Post-Call Follow-up
When a Person record is updated after a call → create a "Send follow-up email" task and set the opportunity's next step date.
Win / Loss Logging
When an Opportunity moves to Closed-Won → create an onboarding task. When Closed-Lost → update company type to "Dormant".
Build Your Own
Start from a blank canvas and wire up any trigger to any combination of actions. The builder is open. The possibilities aren't limited.
Ready to stop doing things manually?
Set up your first workflow in under 5 minutes. No training required.