Re:catch Guide
  • Introducing Re:catch
  • Getting Started
    • Basics
      • Signing Up
      • Calendar Integrations
      • Basic Settings
    • Start Here
      • Suggest Meeting Time
      • Create Booking Page
      • Build Your Form
  • Features
    • Meeting Suggestion
      • Suggest a meeting time
      • Confirming a meeting
    • Scheduled Events
    • Booking Page
      • Install Booking Page
    • Workflow
      • Form
        • HTML Form Integration
      • Lead Routing
        • Input Conditions Table
      • Assign Meetings (Settings)
      • Installation
    • App Integrations
      • Slack
  • Workflow Installation
    • Embed Re:catch Form
    • Integrate Custom Web Form
      • Custom HTML Form
      • SDK Mode
  • Pricing
    • Upgrade
    • Downgrade
    • Refund Policy
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  1. Features

Workflow

From collecting lead information with an inbound lead form to an automated lead routing system, create your first new workflow to your streamline sales funnel!

PreviousInstall Booking PageNextForm

Last updated 1 year ago

What is a workflow?

A Workflow is like your automation assistant for your inbound sales pipeline. It's your way to streamline and automate your sales processes. At Re:catch, you have two types of workflows: Forms and Lead Routers.

It's an inbound lead form where your leads can submit their information when they're interested in your service.

It's a lead routing and assignment automation system that you can set up to distribute leads based on specific rules.

Form:
Lead Routers: