Marketing Automation Workflows Cheat Sheet

Triggers, segments, and scoring

Last Updated: November 21, 2025

Focus Areas

Focus
Trigger automation only when contacts hit qualifying segments
Score leads to prioritize outreach

Commands & Queries

trigger automation on form submit
Start workflow
segment builder
Define target audience
sync leads to CRM
Share data

Summary

Map triggers to segments, score leads, and document outcomes.

💡 Pro Tip: Document cadence and segment definitions per workflow.
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