How do I start from a template?

You will have a draft workflow to adjust and activate.

Before you start

You need the write permission and a plan with workflows.

Steps

1. Open Automations → Workflows and press Workflow Templates.
2. Search or pick a category and press Use.
3. Review the steps in the editor and change what you need.

What you will see

A draft workflow with the template's steps in the site's default language.

If something goes wrong

• Check the template before activating; the "Lead Qualify & Route" one used a wrong field path (fixed) and "Activity Logged → Mark Contact Active" updates a field the CRM ignores.
• Nothing runs until the status is Active and saved.