Workflows

Start from proven workflows

Recipes are pre-built workflow templates. Pick one, tweak the steps to match how your team works, and publish it when you're ready.

Featured recipes

Sequence completed with no reply
Delay

Nurture leads who don’t reply

When a lead finishes a Sequence without replying, wait for a couple of weeks, then add them to a nurturing Sequence to keep them engaged with lighter follow-up over time.
Meeting booked
Email replied

Stop outreach in engaged accounts

For account-based motions, when any contact in an account books a meeting or shows interest, remove the other contacts in that account from all Sequences and update the CRM status to Meeting Booked so the account is treated as engaged and outreach stays coordinated.
Email bounced
Add contacts to sequence

Switch to LinkedIn if email bounces

When an email bounces, add the lead to a LinkedIn and call Sequence so outreach can continue through other channels instead of stopping.
Contact updated
Paths

Sequence inbound leads by company size

When a lead source becomes inbound, route the lead into different Sequences based on employee headcount, then update the CRM account lifecycle stage to Attempt to Contact so outreach and CRM status stay aligned.
Meeting booked
Add contacts to sequence

Connect after a meeting is booked

When a meeting is booked, add the lead to a Sequence that sends a LinkedIn connection request to strengthen familiarity before the conversation.

More workflows

Exclude leads who reply with a hard no

When a lead replies with a hard no on email or LinkedIn, automatically add their email address to Amplemarket's exclusion list so the contact is not re-engaged later.

Nurture warm leads, no meeting booked

When a lead replies by email or LinkedIn but does not book a meeting within 5 days, add them to a call-heavy nurturing Sequence under the owner of their last Sequence and a lead list to make sure the opportunity does not get lost.

Target decision makers at high-fit accounts

When an account is updated and matches high-fit CRM criteria — for example, Account Score > 80, Industry = Technology, and Revenue > $10M — create a high-priority one-off call task for decision makers, and add everyone else to a low-touch Sequence.

Update status when MQL starts Sequence

When a Marketing Qualified Lead (MQL) is added to a Sequence, update the CRM field Contact Status to "Attempting to Contact" so the CRM reflects that outreach is now in progress.

Sync CRM fields from call dispositions

When a call disposition matches a specific outcome, update CRM fields automatically so lead status and rejection reasons stay accurate without manual work. For example, if the disposition is Connected / Bad Account Fit, set the lead status to "Rejected" and the rejection reason to "Bad Account Fit".