Automate everything.
Workflows that actually work.
Unlimited custom workflows—triggers, CRM actions, webhooks, and email. Focus on closing deals, not repetitive tasks.
If it happens in CRM, it can trigger automation.
Triggers, actions, and integrations in one builder.
Custom Workflows
Build unlimited custom workflows with any combination of triggers and actions. Visual workflow builder coming soon.
How teams automate on Adoptiv
From handoffs to nurture—no brittle scripts.
Sales
Auto-assign hot leads, move stages on activity, and task reps when deals stall.
Marketing
Enroll contacts in sequences when scores cross thresholds or forms submit.
Support & CS
Create tasks from AI-detected issues and notify Slack when VIP accounts churn-risk.
Operations
Webhook to billing, provisioning, and internal tools when deals close.
What you'll achieve
Fewer dropped balls. Faster handoffs. Integrations without glue code.
Eliminate busywork
- Auto-assign and task creation.
- Stage moves on rules you define.
Nurture at scale
- Pair with email sequences.
- Personalized multi-step drips.
AI-triggered plays
- Fire on sentiment or scores.
- Close the loop from AI outputs.
Connected stack
- Webhooks to any HTTP endpoint.
- Slack, Teams, calendar tools.
Spreadsheets and reminders don’t scale.
Deals stall when follow-ups depend on memory. Adoptiv workflows react to real CRM events—assignments, stages, fields, and time—so nothing slips.
Start 14-day trial
Email sequences
Multi-step drips with templates, skip logic, and tracking—wired to the same automation engine.
AI + workflows
Let call and email AI update fields that trigger your next best play automatically.
Automate in three steps
Choose triggers, chain actions, measure results.
Pick triggers
Stage, field, assignment, schedule, or inactivity—what should start the flow?
Chain actions
Email, task, webhook, assign, update—stack actions with conditions.
Test & iterate
Dry-run, monitor logs, tune thresholds as volume grows.
Everything you need to know about Adoptiv
Quick answers to what sales teams ask most before getting started with Adoptiv.
Unlimited. Combine any supported triggers and actions across deals, contacts, and custom objects.
Stage changes, field updates, new records, assignment changes, scheduled cron, and inactivity-based triggers.
Yes. Webhook actions support REST calls to Zoom, Calendly, Slack, Teams, or your own APIs.
Yes. Send templated email with dynamic fields; pair with email sequences for multi-step nurture.
When AI analysis or entity linking updates fields or creates tasks, downstream workflows can fire on those events.
Start a free trial. Build your first workflow from a template or scratch in minutes.
Ready to automate your workflows?
Free trial. Unlimited workflows, triggers, and actions on Adoptiv.
