Automation

Flows, assignment rules, reminders and follow-ups.

What you can automate in the CRM, from assigning leads and reminding owners to follow-up sequences and turning accepted quotes into deals.

Email Templates

Write ready-made emails once and reuse them when you email a lead, send a quote, or run a flow, with details filled in for each person.

What a flow is, how it runs, its statuses, and how to create, clone, edit and delete flows.

Add email, task and call steps to a flow, connect them with waits and results, and set when a record leaves the flow.

Add leads and contacts to an active flow, follow each one through its steps, pause them, and read the flow's dashboard and logs.

Give leads from your web forms an owner straight away, by a set person, in turn, or to whoever has the fewest open leads.

Create a follow-up task automatically when a lead has gone quiet for a set time.

Create a task, book a meeting or send an email automatically the moment a lead moves into a stage.

Create a follow-up task automatically when a deal has gone quiet for a set time.

Set up rules that name who should approve each kind of contract, with the approvers' roles and whether each one is required.

Email customers again automatically a set time after you send a quote, as a reply in the same email thread.

Create a deal automatically the moment a quote is marked Accepted, with the stage, amount, closing date and owner you choose.