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Sales Workflow Automation — Job change sales workflow automation in Lantern

Lantern Flows Motion

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A workflow in Lantern’s builder, the AI CRM where I was founding designer.

This one runs when a known contact turns up at another company. Depending on whether Lantern finds the contact and the account in the CRM, it updates the HubSpot records, adds the contact to a list, finds the new account owner, alerts the team in Slack and sends a follow-up email.

Each branch reads top to bottom with its condition as a label, and the summary on the left folds the whole workflow into its three cases.

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