Automations

Overview

Automations let you define workflows that run automatically when certain events happen in your CRM. Instead of manually following up with every lead or contact, you set up a sequence of actions and the system executes them for you.

How Automations Work

Trigger

Every automation starts with a trigger — the event that kicks it off. Common triggers include a new lead being created, a lead being qualified, or a contact reaching a certain intent level.

Actions

After the trigger fires, the automation executes a series of actions in order. Each action can be:

Send Email — send an email to the lead or contact using a template
Wait — pause for a set amount of time before the next action
Update Field — change a field on the lead or contact record
Other actions depending on your plan

Execution Log

Each automation run is logged. You can see which leads or contacts triggered the automation, which actions were executed, and whether any action failed. Use the execution log to troubleshoot unexpected behavior.

Creating an Automation

Steps

Go to Automations and click Create.
Give it a descriptive name (e.g., "Qualified Lead Follow-up").
Select your trigger.
Add actions in order. Each action type has its own configuration.
Save and activate the automation.

Active / Inactive

Automations can be toggled on or off without deleting them. Inactive automations will not fire even if their trigger condition is met. Use this when you need to pause a workflow temporarily.

Tips

Start simple — a two-step automation (trigger + one email) is better than a complex workflow that never gets activated.
Always check the execution log after activating a new automation to make sure it is firing as expected.
Use the Wait action to space out follow-up emails. Sending multiple emails in quick succession can hurt deliverability.
Name your automations clearly so your team knows what they do without reading the configuration.