Workflow Configuration Overview

Follow this guide to learn how Default Workflows work.

Workflows can be connected to a Default Form or any exisiting web form. Learn more about Forms below:

Workflows Nodes

Workflow Nodes are tiles you drag and drop onto a canvas and then connect to the workflow using the Connectors.

Connections

Workflow Nodes need to be connected to each other in order to create a functioning workflow. Simply connect two nodes using designated dots.

Logic Block

Logic blocks define two separate paths for leads that match or don't match logic criteria. Default allows you to stack multiple rules that include:

  • Form Questions

  • Person Attributes

  • Company Attributes

Below is an example of how you can stack multiple rules to filter out unqualified leads.

Integration Block

Integration block can be set up in a way that the system Default integrates with allows. For example, Slack Message Block allows you to send messages to a user or channel and pass any enrichment data Default was able to find.

Slack example

Outcome-dependent Nodes

If action is completed or not completed workflow can run two separate paths. For example, the Scheduler can run Meeting-booked and Meeting-not-booked actions.

Example of outcome-dependent Scheduler actions

Work Email Filtering

Default allows for filtering out non-work emails within a workflow. Please note that domain-specific filtering is not available at this time. To achieve this, we utilize an email address associated with a company that aligns with the specific domain.

List of Tracked Generic Email Domains

Here's a list of generic email domains we currently track.

'protonmail.com',

'icloud.com',

'hey.com',

'example.org',

'fuse.net',

'bellsouth.net',

'aim.com',

'mac.com',

'excite.com',

'verizon.net',

'att.net',

'live.com',

'outlook.com',

'aolmail.com',

'blogger.com',

'ymail.com',

'rogers.com',

'comcast.net',

'37.com',

'bigstring.com',

'fastmail.com',

'fastmail.fm',

'gawab.com',

'gmx.com',

'hushmail.com',

'juno.com',

'lycos.com',

'mail.cn',

'mail.co.il',

'mail.com',

'mail.com.ar',

'mail.com.mx',

'mail.kr',

'mail.ru',

'msn.cn',

'msn.co.il',

'msn.com',

'msn.com.ar',

'msn.com.mx',

'msn.kr',

'muchomail.com',

'runbox.com',

'yahoo.cn',

'yahoo.co.il',

'yahoo.com',

'yahoo.com.ar',

'yahoo.com.mx',

'yahoo.kr',

'cox.net',

'sbcglobal.net',

'adelphia.net',

'rr.com',

'wp.pl',

'gmail.',

'aol.',

'husmail.',

'inbox.',

'netzero.',

'juno.',

'lycos.',

'msn.',

'yahoo.',

'hotmail.',

'juno.co.in',

'lycos.co.in',

'mail.co.in',

'msn.co.in',

'yahoo.co.in',

'yaho.com',

UTM Parameter

Please follow these steps to implement UTM parameter mapping

  1. Navigate to Settings -> UTM Mapping in your dashboard. Here, you can configure the mapping for captured UTM parameters to specific Salesforce fields.

  2. Place the code in charge of capturing these UTMs on your website via the following script:

<script>
	(function(w, d) {
		var s = d.createElement('script');
		s.async = true; s.src = '
		<https://pixel-cdn.default.com/>
		';
		d.head.appendChild(s);
	})(window, document);
</script>

With these configurations in place, any create or merge (update) operations on Salesforce Leads and Contacts will automatically include these mappings if the UTM parameters are available.

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