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…

 

Automation Types

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

Automation Type	Description
Account	Lets you automate workflows around your B2B relationships and activities.
Lead	Lets you automate your lead conversion workflow through engagement, nurturing, sales management, etc.
Opportunity	Lets you automate your opportunity capture workflow through engagement, nurturing, sales management, etc.
Activity	Lets you automate workflows when activities are posted or updated against accounts, leads or opportunities.
Tasks	Lets you automate workflows when tasks are posted or updated against accounts, leads or opportunities.
User	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.
At Regular Intervals	Lets you trigger automated workflows at specified intervals.

If you’re new to the automation feature, we recommend you go through this article first.

Automation Type	Articles
Account Automation	How to Create an Account Automation Introduction to Account Automation. Triggers in Account Automation Details of each account automation trigger. Conditions in Account Automation Learn about conditions available for account automation. Actions in Account Automation All actions available in account automation.
Lead, Opportunity, Activity, and Task Automations	How to Create a Lead Automation Introduction to lead automation and information on each automation trigger. Triggers in Lead, Opportunity, Activity and Task Automation Details of each lead automation trigger. Conditions in Lead Automation Overview of all the conditions available in lead automation.   Lead Automation Conditions – If/Else. Use cases and instructions for using the If/Else condition. Lead Automation Conditions – Wait. Use cases and instructions for using the Wait condition. Lead Automation Conditions – Wait Until Activity. Use cases and instructions for using the Wait Until Activity condition. Lead Automation Conditions – Compare Use cases and instruction for the Compare condition. Lead Automation Conditions – Split Test Use cases and instruction for the Compare condition. Actions in Lead Automation Overview of all the actions available in lead automation. Lead Automation Actions – Messaging. How to use the send email and SMS actions. Lead Automation Actions – Lead Actions. How to post activities on leads, add/remove leads from lists, update lead fields, etc. Lead Automation Actions – Sales Execution. How to automate lead distribution, create tasks for users and notify users via email. Lead Automation Actions – Custom. How to set up webhooks and call Lapps. Lead Automation Actions – Sub Automation. How to send an automation to a sub automation. Opportunity Automation Actions Define criteria and then set up opportunity actions to automatically execute when those criteria are fulfilled. Opportunity Automation Conditions – If Opportunity Exists This automation allows you to check if an opportunity with a defined set of parameters exists. Dynamic Responses in Lead Automation Actions How you can send dynamic content in your emails to leads. Group Level Automation Sales group managers can create lead automations for their own sales groups.
User Automation	How to Create a User Automation Quick start guide for user automation. Triggers in User Automation Details of each user automation trigger. Conditions in User Automation Overview of all the conditions in user automation. User Automation Conditions – If/Else. Use cases and instructions for using the If/Else condition. User Automation Conditions – Wait. Use cases and instructions for using the Wait condition. Actions in User Automation Overview of all the actions available in lead automation.  User Automation Actions – Call Lapp. How to call a Lapp from an automation. User Automation Actions – Notify User. How to send emails to leads on special occasions (birthdays anniversaries, etc.) User Automation Actions – User Check-In. How to automatically check-in your users to LeadSquared. User Automation Actions – User Check-Out. How to automatically check-out your users from LeadSquared. User Automation Actions – Webhook. How to setup webhooks to post data to a URL of your choice.
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.

 

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.

 

Unplishing Automation

When unpublishing an Automation, you have two options to choose from:

• Immediate – Unpublish the automation right away, stopping all leads currently in the workflow.
• Delayed – Unpublish after all leads in the workflow are processed, but no new leads will enter.

Delayed automations will appear as Unpublished* and cannot be deleted until all leads are processed. Alternatively, you can convert it to an Immediate unpublish to delete it.

 

Automation Reports

• Check the real-time performance of an Automation in the Automation Report.
• Check why your Automation has failed in the Automation Failure Report.
• You can track updates made to your Automations through the Automation Audit Report.
• Find all your Automations that have been executed through the Automation Usage Report.
• Check how an Automation has executed on a specific Lead, Opportunity, or Account through –
  • Lead Automation Report
  • Opportunity Automation Report
  • Account 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!