Create and manage delivery workflows
Route accepted prospects from one target profile to available connected destinations.
When to use this
Use a workflow when each prospect from a profile should follow a repeatable route.
Requirements and availability
- A saved target profile.
- Selected CRMs must be Connected; ClickUp must also be synced.
- Create a webhook before selecting it.
- Every account can review saved prospects in Leama. ClickUp is an optional destination that requires connection and sync.
How to do it
- Open Delivery and choose Delivery workflows.
- Select Create workflow and enter a name.
- Choose one target profile.
- Select connected CRM, ClickUp, and webhook destinations.
- Move webhook destinations into the intended order.
- Choose Enable workflow immediately or save paused, then Create workflow.
Fields and controls
| Control | What it does |
|---|---|
| Workflow name | Identifies the routing rule. |
| Target profile | Limits the workflow to that profile. |
| Destinations | Adds only available connected destinations. |
| Move earlier / later | Changes webhook order. |
| Enable workflow immediately | Starts future delivery after creation. |
| Pause / Enable | Stops or resumes future routing. |
| Delete | Permanently removes the workflow after confirmation. |
What happens next
Accepted prospects are stored for delivery and go to enabled destinations. Every account can review saved records in Prospects; connected destinations receive optional copies. Paused workflows retain settings.
States you may see
| State | Meaning |
|---|---|
| Active | Future accepted prospects can be routed. |
| Inactive | Settings remain but nothing new is routed. |
| Entitlement disabled | A capability is unavailable on the current plan. |
Credits and usage
Workflow routing and retries use no additional prospect credit. Destination add-ons can recur.
Common problems
| Problem | What to check |
|---|---|
| A CRM cannot be selected | Return to Integrations and verify Connected. |
| No webhook appears | Create and enable an endpoint first. |
| Records do not appear in the destination | Confirm Active and inspect destination history or connection state. Check Prospects for the saved record and destination history for an external delivery receipt. |