Create and track visual workflows for your various LeadSquared activities

Automation feature of LeadSquared

The Automation feature of your LeadSquared system allows you to create visual workflows for various events. You can automate your workflow from start to finish and also determine the direction of the workflow based on the conditions and actions that you provide. This reduces the manual work and turnaround time which in turn allows you to

How to Create an Automation?

An Automation is an automated workflow which is a series of actions which you can set to occur based on a Lead’s behaviour. An automation allows you to connect and build a workflow using the conditions and actions that you provide and the Lead’s behaviour in response to that. For detailed information on the Automation feature