Automations
Let routine follow-ups run themselves.
Draw an automation on a canvas: pick what starts it, then chain what should happen next. A lead reaches Qualified, a teammate gets a task, the customer gets an email.
What you can do
- A visual builder: add steps, drag to connect them, edit each one on the side
- Trigger: a lead or deal moves to a stage you choose (or any stage)
- Actions: assign a follow-up task to a teammate, or send an email from the record
- Off until an admin turns it on; every run is logged on the record and in the automation's history
- Emails go out in the creator's name and count toward the workspace's sending limits
Good to know
- Today there is one trigger and two actions; more are planned.
- The visual editor needs a tablet or computer. On a phone you can read an automation's steps.
Illustrative previews with sample data.
Ready to bring your data together?
Create a workspace, import your customers from a CSV, and give your team one place to work from.