Automation Home

The Automation feature lets you automate your entire workflow using an intuitive and easy to use visual designer. It’s a powerful way to push your leads to conversion! Just set it up once and watch your leads trickle down the sales funnel with minimal manual effort.

Here are some examples of what you can achieve through automation –

• Send automated campaigns to leads and follow up based on their behaviour.
• Nurture leads with the right messages depending on their engagement.
• Automatically distribute leads to users/groups based on location, interests, products, etc.
• Automatically check-in/check-out your users, create tasks and alerts based on their availability and send them automated messages on special occasions.
• Use Lapps and webhooks to pull/push data and automate processes you perform in third-party applications.
• And lots more…

Lead vs. User Automation

You can set up 2 different types of automations based on the automation trigger you select –

If you’re new to the automation feature, we recommend you go through this article first. If you’ve used automation before, you can skip to any of the following articles…

Automation Basics

Automations have three key components –

• Triggers
  The starting point of your automation. When a new lead is created for instance.
• Conditions
  An if/else or wait until condition that is usually followed by an action. Wait until a lead opens an email for example.
• Actions
  An action to perform once a condition is met, such as adding a lead to a list or sending an email once a condition is met.

Navigation

From your main menu, navigate to Workflow>Automation.

From this page, you can –

• Create new automations.
• Filter existing automations by Type, Status, Modified By and Modified On.
• Use the Settingsicon alongside an existing automation to Publish, Edit, Rename, Clone or Delete the automation.

Any Questions?

Do you have a workflow you would love to automate? Let us know in the comments. We’re happy to help!