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Workflow Automation

    Automation Overview

  • Automation Best Practices
  • Automation FAQ & Troubleshooting
  • Automation - Feature Guide
  • How to Create a Lead Automation?
  • How to Create a User Automation?
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  • Automation Use Cases

  • Lead Distribution Automation in LeadSquared
  • Opportunity Distribution Automation
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  • How to Do Time Comparisons in Automation?
  • Dynamic Responses in Lead Automation Actions
  • Triggers

  • Schedule Automations At Regular Intervals
  • Bulk Automation Triggers
  • Data Posted by Automation Triggers
  • Triggers in Lead, Opportunity, Activity and Task Automations
  • Triggers in User Automation
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  • Conditions

  • Wait Until Workday Condition
  • Opportunity Automation Conditions – If Opportunity Exists
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  • LeadSquared Automation Wait Time Limit
  • Conditions in Lead Automation
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  • Lead Automation Conditions - Wait
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  • Lead Automation Conditions – If Lead Exists
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  • User Automation Conditions - Wait
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  • Actions

  • How to Share Opportunities for a Limited Duration
  • Opportunity Assignment Quotas
  • Opportunity Distribution Automation
  • Lead Distribution Automation in LeadSquared
  • Opportunity Automation Actions
  • Actions in Lead Automation
  • Actions in User Automation
  • Account Automation Actions
  • Lead Automation Actions – Lead Actions
  • Automation Actions - Activity Actions
  • Lead Automation - Account Update Actions
  • Lead Automation Actions – Merge Leads
  • Lead Automation Actions - Messaging
  • Lead Automation Actions - Sales Execution
  • Lead Automation Actions – Custom
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  • User Automation Actions - User Check-In
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  • User Automation Actions – Notify User
  • Working with Automations

  • Lead Distribution Automation in LeadSquared
  • Opportunity Distribution Automation
  • Opportunity Assignment Quotas
  • Automation Report

  • Automation Reports
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On this page

  • Automation Overview
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For new enquires, sales@leadsquared.com

North America: +1-732-385-3546

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Contact Support

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India Helpline: 080-46801265

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Help Center
  • Product Updates
    • Platform Updates – SalesCloud.2025.6
    • LeadSquared Mobile App Updates - Android v(21.4)
    • LeadSquared Mobile App Updates – iOS (v19.4)
    • View All Updates
  • Getting Started
    • Admin
    • Marketing
    • Sales
  • Certifications
  • Developers
  • System Status