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…


Account, Lead and User Automation

You can set up 3 different types of automations based on the automation trigger you select –

Lets you automate workflows around your B2B relationships and activities.Lets you automate your lead conversion workflow through engagement, nurturing, sales management, etc.Lets you automate the workflow of your users and lead distribution through check-in/check-out functionality. work day and hour availability, holiday/leave management, etc.

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…

Account Automation Lead AutomationUser Automation
How to Create an Account Automation
Introduction to Account Automation.Triggers in Account Automation
Details of each account automation trigger.
How to Create a Lead Automation
Introduction to lead automation and information on each automation trigger.Triggers in Lead Automation
Details of each lead automation trigger.
How to Create a User Automation
Quick start guide for user automation.Triggers in User Automation
Details of each user automation trigger.
Conditions in Account Automation
Learn about conditions available for account automation.
Conditions in Lead Automation
Overview of all the conditions available in lead automation.  

Conditions in User Automation
Overview of all the conditions in user automation.

Actions in Account Automation
All actions available in account automation.
Actions in Lead Automation
Overview of all the actions available in lead automation.  

Dynamic Responses in Lead Automation Actions
How you can send dynamic content in your emails to leads.

Actions in User Automation
Overview of all the actions available in lead automation. 

 Group Level Automation
Sales group managers can create lead automations for their own sales groups.

Automation Audit Report
See who changed what and when, as well as previous versions of your automations.


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.

Automation Basics



From your main menu, navigate to Workflow>Automation.

automation navigation

From this page, you can –

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


Automation Report

Check the real-time performance of an automation in the automation report.


Any Questions?

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

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