This Carrot CRM feature is only available for Scale and Team plan users.

Our Scale (InvestorFuse Pro) and Team (InvestorFuse Premium) plans are perfect for teams who want deeper insights into their lead flows and closed deals. If you’re interested in upgrading your Carrot CRM account, choose your new plan here. If you’re interested in upgrading your InvestorFuse account, please email billing@investorfuse.com

This feature aims to help you be more efficient with your process with the help of automation. Workflows is a way to run a predetermined set of automation as soon as something happens to an Opportunity.

Setting up Workflows will let you do multiple things such as sending a text to the seller, sending an email, assigning a task, etc., all at the same time.

There are a few types of Workflows. First is the Status Workflow which uses a status as the trigger to run the automation meaning you could set up a task, webhook, and/or email notification to go out once an Opportunity is in a certain status. The other one is the Labels Workflow which uses Labels you have saved in the system as the trigger and executes the same automation as soon as the Label is added to the Opportunity.

Watch Our Workflows Tutorial

This video was recorded for InvestorFuse but the instructions also apply for Carrot CRM. An introduction to Workflows, this video will show you the best practices to make the most out of this feature:

Create a Status Workflow

You can also set up Workflows for Transaction Statuses. For example, you can set it up where if a deal is marked ‘Marketing being created’ status, you can automatically assign someone a task to upload all pictures to the Dropbox folder.

Select a team you wish to view
Click ⚙ the cogwheel icon to open more settings
Select Workflows in the options and it will take you to the Status Workflows by default
Click +Add new status workflow at the bottom of the page
Enter a name for the Workflow
Click the Save button
Use the toggle to turn the Status Workflow on or off
Select a status that will trigger the Workflow. If you want to create a workflow for Transactions, select a Transaction status in this field.
Go to the Steps Tab

10. Start adding steps using the Add Step button. The steps will be executed once an Opportunity is moved to the trigger status. You can add more than one step.
11. Enter the internal Step Name
12. Choose the Automation

Assign a team member a task that will appear in their Actions
Send the details of the opportunity to a webhook. This lets you push the opportunity to a third-party platform like a spreadsheet for whatever use case.
Send someone an email notification with the details of the opportunity attached
Click the Save button at the bottom-right corner

Create a Label Workflow

You must have Labels saved in your system to be able to create a Label Workflow.

Click here to learn more about adding Labels

Select a team you wish to view
Click ⚙ the cogwheel icon to open more settings
Select Workflows in the options and it will take you to the Status Workflows by default
Go to the Labels Workflow tab
Click +Add New Label Workflow to create one
Enter a name for the Workflow
Click the Save button
Use the toggle to turn the Workflow on or off
Select a Label to trigger the Workflow. There must be Labels saved for them to appear as options in the drop-down.
Go to Steps tab

11. Start adding steps using the Add Step button. The steps will be executed once the selected Label trigger is added to an Opportunity.
12. Enter the internal Step Name
13. Choose the Automation

Assign a team member a task that will appear in their Actions
Send the details of the opportunity to a webhook. This lets you push the opportunity to a third-party platform like a spreadsheet for whatever use case.
Send someone an email notification with the details of the opportunity attached

14. Click the Save button at the bottom-right corner of the page