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CRM Automation

Automate repetitive tasks and create efficient workflows.

Lead Assignment​

Auto-Assignment Rules​

Automatically assign leads based on:

  • Territory/location
  • Lead source
  • Industry
  • Round-robin distribution
  • Load balancing

Creating Rules​

  1. Go to CRM → Lead Assignment
  2. Click + New Rule
  3. Set conditions
  4. Choose assignees
  5. Set priority

Nurture Sequences​

What is a Sequence?​

Automated email series to nurture leads.

Creating a Sequence​

  1. Go to CRM → Nurture Sequences
  2. Click + New Sequence
  3. Add emails to sequence
  4. Set delays between emails
  5. Define exit conditions
  6. Activate sequence

Sequence Settings​

  • Timing - Days between emails
  • Exit on - Conditions to stop (reply, click, etc.)
  • Re-enrollment - Allow leads to re-enter

Task Automation​

Automatic Tasks​

Create tasks automatically when:

  • New lead is created
  • Deal stage changes
  • Lead score threshold reached
  • Email engagement detected

Task Templates​

Pre-define task details:

  • Task title
  • Description
  • Due date rules
  • Assignee rules

Notifications​

Alert Types​

  • Email notifications
  • In-app notifications
  • Push notifications
  • Slack/webhook alerts

Trigger Conditions​

  • New lead assigned
  • Deal won/lost
  • Task overdue
  • Score change

Integration Automations​

CRM to Other Features​

  • Lead → Email campaign
  • Deal won → Invoice created
  • Contact → Ad audience sync
  • Activity → Report update

Continue to Email Marketing →