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Workflows

Build the workflow.
Put your GTM in motion.

Your CRM records run through agents, conditions and goals you connect with Eva, and the results sync back.

Start from your CRM

Turn inbound records into qualified pipeline

Bring inbound accounts or contacts into Evergrowth through CRM sync. Use a saved view or custom filter as the workflow audience, then qualify and research matching records before sales follows up.

Build your process

Connect the agents your motion needs

Choose specialist agents and configure their steps on the canvas. Save the workflow so your team can run the same process again.

Conditions and routing

Route work using your criteria

Qualify an account before finding contacts. Use a condition to continue the work, choose another branch or stop processing that record.

Goals

Stop when the run reaches your goal

Set the number of qualifying accounts or contacts you need, or define a custom goal. With goals off, the run processes its selected records.

Audience and timing

Choose who enters and when

Run on a schedule or when synced records enter your audience. For inbound qualification, start when a record matches your filters. CRM sync and workflow matching run separately.

Build with Eva

Describe the motion. Review the workflow.

Eva proposes the steps and routing. Confirm creation, then open the workflow to inspect or change it. Launching the work is a separate action.

Run visibility

See what each step produced

Open the run report to review outcomes, errors and the settings used. Trace the path records took through your workflow.

For salespeople

Give sellers the result in context

Put researched accounts, relevant contacts and prepared plays in the workspace your team uses. Sellers review the work beside the record it belongs to.

Sync the results back

Put workflow results back in your CRM

Sync qualification, research and other mapped outputs back to your CRM. Choose which records and fields sync through your integration settings. Here, ICP status and its reason flow back to your CRM.

Luzmo ran account fit, then persona fit

Their numbers, not ours. Luzmo checked 89 accounts they had already touched, and 37 held up; behind those, 4 of 278 contacts were still the right people. That is why a gate belongs early: most of what you launch on should never reach the expensive steps.

“Accurate data is much more important than a lot of data which is not qualitative.”

Jonathan Wuurman Jonathan Wuurman, VP of Growth, Luzmo
Read the Luzmo story
89 → 37
Accounts validated as true ICP-fit from CRM history
4 of 278
Existing contacts still persona-valid after qualification

Before you put it to work

Does creating a workflow start a run?

No. Save or create the workflow first. Launch it on records or configure an automation separately.

What does real-time matching mean?

The scheduler checks for new matches every five minutes and processes each record at most once a day. It is separate from CRM sync.

Can CRM records trigger inbound qualification?

Yes. Sync inbound records into Evergrowth, then choose a saved view or custom filter as the workflow audience. Run on a schedule or when records enter that audience. Available filters depend on the fields available in your workspace.

Can I reuse a workflow as a template?

The builder includes Save as template. Adapt the steps and settings to your team's process.

How do workflow results get back to my CRM?

Enable outbound sync and map the fields you want to send. Supported results then sync through the integration, subject to its object settings and filters. Review the CRM integration controls.

Are these examples connected to a live workspace?

No. These product UI previews use fictional records and run results. Enlarge each screen to inspect the interface.

What your security team will ask
  • Never used to train models

    Your CRM data, research outputs and agent activity are never used to train or fine-tune models. Not by us, not by our providers.

  • Your workspace is isolated

    Each workspace is logically isolated, so your data is never accessible to another customer.

  • You control retention

    If you cancel, your data is returned or deleted, your choice. If you make no request, all personal data is permanently deleted within 30 calendar days.

The detail, the sub-processors and the DPA are on Security and trust.

Your material stays yours

Under the MSA, everything you upload and everything the agents produce from it is yours.

SOC 2Audited
ISO 27001Certified
GDPRCompliant

Build around your next GTM motion

Bring a process your team runs by hand. See how its agents, conditions and seller outputs fit together in Evergrowth.

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Product preview

Product UI preview · Sample data