Intempt
Workflows

Your sales pipeline on autopilot.

Intempt Workflows connects pipeline, meeting intelligence, inbox, and scheduling into one automated sequence. Define it once. Run it for every user and account.

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Build once. Run for every account. No rebuild.

Connect Pipeline, Meetings, Inbox, and Scheduling into one automated sequence. Define the steps once, save as a workflow, and run it for every account without rebuilding from scratch.

  • Every Intempt sales tool connects in a single sequence with no manual handoffs
  • Trigger-based runs from warm account signals, deal stage changes, or meeting completions
  • Parameterized so you swap account, rep, and offer without rebuilding the workflow
Learn more about Build once
Your best rep has a system. Now the whole team does.

Templates to running in minutes. Clone and run.

Pre-built workflows for inbound response sequences, warm account follow-ups, post-call next steps, and renewal campaigns. Clone a template, adjust the parameters, and run.

  • Pre-built templates for inbound response, warm outreach, post-call follow-up, and renewal
  • Clone and customize: adjust account criteria and rep assignment without a full rebuild
  • Community templates from other Intempt users, publishable to the template library
Learn more about Templates
Your CRM updates itself

Every workflow runs on the full account profile. Real-time triggers.

Workflows read from the same account profile powering your pipeline and analytics. Account signal changes and deal stage moves trigger workflows automatically with the full account context already loaded.

  • Account signal changes trigger workflows in real time, no polling delay or manual refresh
  • Deal stage changes and meeting completions trigger workflow starts automatically
  • Every workflow action logs to the account and deal record for full pipeline attribution
Learn more about Account profile
See what's stuck before it slips

Build the workflow from a brief. Describe, then run.

Describe the sales scenario you want to automate and Intempt connects the right tools, builds the sequence, and runs it. Reps review and approve each step before it touches a customer.

  • Describe the scenario and the pipeline builds automatically with no manual tool wiring
  • No-code visual editor for step-by-step control over each workflow stage
  • Next actions surface for rep approval with required CRM fields pre-filled automatically
Learn more about Build from brief
AI scheduling that works for your team
Ask, don't click

Ask Blu to build your next sales workflow.

Instead of manually configuring each handoff for every account sequence, describe what you want to automate and Blu builds the workflow, sets the parameters, and runs it.

"Build an outreach sequence for accounts with 3 or more active contacts this week."

"Create a post-demo follow-up workflow that pre-fills the CRM and queues a check-in at Day 7."

"Automate the renewal workflow for accounts where engagement dropped in the last 30 days."

"Set up a warm account response sequence that triggers when an account crosses our engagement threshold."

Blu is not a search bar. It is a workflow builder who already knows your sales pipeline.

From trigger signal to automated sequence, fast.

Step 01

Connect your CRM and sales tools in one click.

Connect your CRM, calendar, email, and meeting infrastructure. Intempt begins tracking account signals and building the behavioral history needed to trigger automated workflows immediately.

Step 02

Build or clone a workflow template.

Pick a pre-built template for your use case, adjust the account criteria, rep assignment, and offer parameters, and your workflow is ready. Or describe the sequence and it builds from scratch.

Step 03

The pipeline runs and surfaces rep actions.

Intempt routes accounts through each step and surfaces the next action for each rep. When a stage triggers, the rep sees exactly what to do next with any required CRM fields already pre-filled.

Connect every trusted source.

Plug into the tools your team already runs on.

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Certified & Compliant

Shopify Plus Certified App
HubSpot App Partner
Stripe Partner
AICPA SOC 2 Certified
GDPR Compliant

Your customer data stays yours, and stays secure.

The teams that made the switch

Jim Stromberg
StockInvest
01 / 03
We were losing visitors before they signed up. Intempt's personalized experiences changed that - we started meeting people where they were instead of guessing. Once they're in, Intempt's automated email takes over and keeps the relationship moving. Acquisition and retention finally feel like one connected motion instead of two separate problems.

Jim Stromberg, CEO

StockInvest

Case Study

StockInvest needed to turn anonymous traffic into registered users before any retention strategy could work. With Intempt's Experiences, they personalized the anonymous visitor flow, surfacing the right content and CTAs to boost signup conversion. Once users signed up, automated Journeys nurtured them through onboarding and deeper engagement, steadily increasing lifetime value.

FAQ

Frequently asked questions

Everything you need to know about Intempt Sales Workflows.

A sales workflow automation tool connects your sales tools into a sequence that runs without manual coordination between steps. Instead of managing CRM updates, follow-up emails, meeting prep, and pipeline stage triggers separately for every account, you define the sequence once as a workflow and it runs automatically.

Build once. Close faster on every deal.

Connect your sales stack and your first workflow is running before your next standup. Every account runs the same sequence without a rebuild.

Sales Workflow Automation Software | Intempt