Automations

Automations let you build workflows that trigger actions based on CRM events — no manual intervention needed.

11.1 Viewing Automations

1. Go to Sidebar > CRM > Automations
2. Browse automation rules with trigger types and status (active/inactive)

11.2 Creating an Automation

1. Click New Automation
2. Enter a name and description
3. Select a Trigger:

Trigger	Fires When
Lead Created	A new customer is created
Deal Stage Changed	A deal moves to a specific stage
Deal Won	A deal is marked as won
Deal Lost	A deal is marked as lost
Message Received	An inbound message arrives
Deal Rotting	A deal exceeds max days in a stage
Activity Overdue	An activity passes its due date

4. Configure trigger conditions (e.g. "only when stage = Proposal")
5. Add Actions:

Action	What It Does
Create Activity	Schedule a task, call, or meeting
Create Reminder	Set a reminder for a rep
Update Field	Change a customer or deal field
Assign To	Reassign to a specific rep
Move Deal Stage	Advance the deal to a stage
Enroll in Sequence	Start an email sequence

6. Set action delays if needed
7. Click Save

11.3 Toggling Automations

• Click the toggle switch to activate or deactivate an automation
• Inactive automations do not fire

11.4 Automation Runs

View a log of every time an automation was triggered:

• Trigger event details
• Actions executed
• Timestamp and outcome

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