Workflows & Automation
Automate repetitive tasks with triggers, actions, and email sequences to save time and never miss a follow-up.
Workflow Builder
Rally's visual workflow builder lets you create automation rules using a drag-and-drop interface. Every workflow follows a simple pattern:
Define what starts the workflow (trigger), optionally filter with conditions, then specify what Rally should do automatically (actions). Chain multiple actions together for complex automation.
Pro Tip
Start with one or two simple workflows before building complex chains. A single "send follow-up email after meeting" workflow can save your team hours every week.
Triggers
Triggers define what starts a workflow. Rally supports both event-based and time-based triggers:
| Trigger | Description |
|---|---|
| Deal stage changed | Fires when a deal moves to a specific pipeline stage |
| Contact created | Fires when a new contact is added to Rally |
| Lifecycle stage changed | Fires when a contact's lifecycle stage is updated |
| Activity completed | Fires when a task, call, or meeting is marked as completed |
| Time-based | Fires after a set delay (e.g., 3 days after last contact) |
Actions
Actions are what Rally does when a workflow is triggered. You can chain multiple actions in sequence:
Send email
Send a template email to the contact
Create task
Assign a follow-up task to a team member
Update field
Change a field value on the record
Move deal to stage
Advance or change a deal's pipeline stage
Assign owner
Assign or reassign the record owner
Send notification
Notify a team member via the in-app notification center
Add tag
Apply a tag to the contact or deal
Conditions
Conditions let you filter which records a workflow should act on. Add conditions between the trigger and actions to ensure workflows only fire for the right records.
Filter By
- Field values (e.g., lead source equals "Inbound")
- Deal amount (e.g., deal value greater than $10,000)
- Lifecycle stage (e.g., contact is in "Qualified" stage)
- Tags (e.g., contact has the "enterprise" tag)
- Custom field values
Pro Tip
Always add a condition to narrow your workflow's scope. A workflow that fires for every new contact might flood your team with emails, but one filtered to "inbound leads from the website" is highly targeted and effective.
Email Sequences
Email sequences are multi-step automated email campaigns that nurture contacts over time. Each sequence consists of a series of emails with configurable delays between them.
Sequence Features
- Configurable delays — set the number of days between each email in the sequence
- Stop on reply — automatically stop the sequence when the contact replies to any email
- Tracking — monitor open rates and click rates for each email in the sequence
- Merge fields — personalize every email with contact and deal data
Example sequence: Day 1 — Introduction email. Day 3 — Value proposition follow-up. Day 7 — Case study with social proof. Day 14 — Final check-in with meeting link.
Automation Recipes
Don't want to build workflows from scratch? Rally includes pre-built automation recipes that you can activate with one click:
Follow Up After Meeting
Automatically send a thank-you email and create a follow-up task after a meeting is completed.
Re-engage Cold Leads
Trigger an email sequence for contacts with no activity in the last 30 days.
Welcome New Contacts
Send a welcome email and assign an owner when a new contact is created.
Notify on Deal Won
Send a notification to the team when a deal moves to Closed Won.
Pro Tip
Use the "Follow Up After Meeting" recipe as your starting point. It's the single most impactful automation for sales teams — it ensures every meeting gets a timely follow-up without anyone having to remember.