Workflow Vs Process Builder: How To Choose The Right One For Your Business Needs?

If you want to stay competitive in today’s business world, your processes must be streamlined. But which one is better: workflow vs process builder?

You may already know that manual data entry is likely putting you at a disadvantage. It’s inefficient, slow, and prone to errors. So if you want to stay competitive, you must change the way in which you work.

And this is where workflow and process builders come in.

Workflow builders and process builders are two tools that will automate and optimize your workflows. 

Today, I’ll show you what these tools are, the differences between them, and when to use each one. 

Are you ready to make positive and lasting changes?

Then let’s go!

What is a workflow builder?

A workflow builder is a tool that allows automating business processes by defining a series of tasks in a specific order. 

The workflow builder enables you to create a visual process that can be easily modified and updated as needed.

Workflow builders are commonly used to streamline processes such as:

• Onboarding new employees
• Managing customer requests
• Tracking project progress
• Effectively communicating with your team

With a workflow builder, you can automate repetitive tasks, reduce manual errors, and improve the efficiency of your workflows. 

Workflow builders also provide visibility into the status of each task, making it easier to identify bottlenecks and prioritize work.

What is a process builder?

A process builder is a tool that lets you automate business processes using a visual interface. 

Like a workflow builder, a process builder comprises a series of actions that need to be completed in a specific order. 

That being said, a process builder is more powerful than a workflow builder because it allows for more complex automation and integration with other systems.

You can use a process builder to automate:

• Lead generation
• Opportunity creation
• Email marketing
• System maintenance and security tasks optimization

And the best part about process builders? They can integrate with your other systems, such as marketing platforms, to create one seamless workflow!

Workflow vs process builder: What’s the difference?

While workflow builders and process builders share some similarities, there are several key differences between the two tools.

The main difference between them is that a workflow builder is more straightforward, while a process builder is more complex. 

A workflow builder is typically used to automate simple, linear processes with a fixed set of tasks. 

A process builder, on the other hand, is used to automate processes with multiple branching paths and conditional logic.

Another key difference between workflow builders and process builders is the level of integration with other systems. 

Workflow builders typically have limited integration capabilities, while process builders can integrate with a wide range of systems, including:

• CRMs (Customer Relationship Management)
• Marketing automation platforms
• Email platforms
• File storing platforms
• Other third-party applications

When to use workflow vs process builder

Deciding which tool to get depends on the specific needs of your business and the complexity of the process you want to automate.

For example, use a workflow builder to automate the onboarding process for new employees.

And what if you want to automate the lead qualification process for a sales team where the criteria for qualifying a lead may differ depending on the product? In that case, go for a process builder! 

Why? Because such a complicated process requires a more robust system with features like conditional logic.

Which is better: workflow vs process builder?

The answer to this question will depend on the specific needs of your company and the processes you want to automate. 

As I mentioned before, workflow builders are easier to use, while process builders are more powerful.

So If you have a simple process that needs to be automated, a workflow builder may be the best option. 

But if your process is more complex and requires conditional logic and integration with other systems, a process builder may be a better choice.

And don’t forget the specific features and capabilities of each tool when deciding which one to use. 

For example, some workflow builders may have limited integration capabilities or may not support conditional logic. 

Similarly, some process builders may be more difficult to use than others. Ultimately, the best tool for you will depend on your needs and goals. 

Always evaluate the features and capabilities of each tool carefully and choose the one that best fits your requirements.

Automate your processes with Process Street

If you’re looking for a powerful yet friendly process automation platform, Process Street is an excellent choice. 

Process Street is a cloud-based process management platform that makes it easy to create and automate complex workflows using a simple, intuitive interface.

With Process Street, you can automate tasks, collaborate with team members, and track progress in real-time. 

Process Street also integrates with a wide range of third-party applications, including CRMs, project management tools, and marketing automation platforms.

One of the key features of Process Street is its ability to handle complicated workflows with conditional logic. This makes it an ideal choice if you need to automate processes such as:

• Sales and marketing workflows
• IT maintenance and security tasks
• HR onboarding processes

Process Street also provides reporting and analytics tools to track key metrics and identify areas for improvement in your workflows.

Over to you!

So now you know what workflow builders and process builders are and that they will improve your business efficiency. 

Equipped with this knowledge, you can now begin to consider the specific needs of your organization and the processes you want to automate. 

So will you choose a process builder or a workflow builder?