X2Workflow – Modern Marketing

We are often faced with a wide range of repetitive marketing tasks – like sending out emails or updating contact records – which are ripe for automation. Unfortunately, many CRM systems require you to purchase and integrate additional applications in order to take advantage of a fully functioning marketing system with automation capabilities. More often than not, these “best of breed” marketing applications are both expensive and unnecessarily complex. Even worse, the integration into your existing CRM system is a mere afterthought. X2CRM is different. X2CRM provides intuitive yet powerful marketing automation as a core component of its design in order to increase the productivity and reach of everyone in your organization. X2CRM’s marketing automation feature – X2Flow – helps ensure “best practices” are automatically followed and frees your people to focus on the truly creative and compelling aspects of marketing campaigns that produce solid leads, boosting their productivity and your bottom line.



X2Flow is an easy-to-use drag-and-drop workflow designer and engine. With X2Flow users can leverage all the data in X2CRM to easily model both simple and complex process flows. The power and usability of X2Flow is best illustrated by a few simple examples:



Perhaps you have a marketing campaign currently running on your website. You want to be able to respond with some automated actions when someone visits the page. X2Flow’s easy customization makes this possible. Start by specifying the type of event you want to trigger the action. Do this from the drop-down menu shown here. Give the Flow a name and set its activity status.

You can also set conditions for performing the action. For instance, if you are only running the campaign through the end of the month, you can configure the flow to only be active during that time frame. 


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From here you can simply drag and drop action items and configure them to suit your needs. For instance, in this Flow, the visitor contact record is updated, boosting their lead score. Their record is tagged with “X2Flow webinar” in X2CRM and the visitor is sent an email with an enticing offer.



Your organization may have an effective sales process that you want to automate in order to scale the business while minimizing hiring costs, as well as promote as a sales “best practice” and ensure it’s consistently followed.

For example, the trigger might could be a new web lead that activates a Flow when the lead meets certain specified criteria. The lead can be categorized and tagged as a web lead and assigned to a member of the sales team:



An automated email can be sent to the new web lead, thanking them for their interest and offering more information, should they desire it.



A notification can be sent to the sales representative and a scheduled action can be created, reminding the rep to call the prospect in a few days:




Maybe you simply want to establish lead routing automation that ensures new leads are actively pursued within a specified time period or else they are reassigned to another representative. For example, when a new lead is generated – by a prospect clicking on your campaign email for instance – the lead is initially assigned to a sales rep. You can create a Flow that uses a conditional switch to check if the lead has been contacted. If, after 1 hour, they have not been contacted, the lead will be assigned the lead to a new rep using the lead routing module:

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X2Flow allows you to automate any and all processes that touch the customer including marketing, sales, service and support so you can increase both employee productivity and customer satisfaction. For example, a service request automation flow might create a new service record, update the Activity Feed, send a customer email, and add the record to an ‘outstanding customer issues’ list if the problem is not successfully resolved within a specified time period:



X2CRM – Working for You

These are just a few simple examples of automation use cases that anyone can create in minutes. X2Flow can also be used to model more complex flows with many conditional switches and actions configured for your organization’s specific needs and requirements. Because the flows are created by uncomplicated drag-and-drop and drop-down menu interfaces X2Flow can be a powerful tool not only to increase employee productivity and operational effectiveness but also to customize and extend X2CRM in a clear, visually intuitive framework.