Automation
Task Automation
Save hours every week by automating your repetitive tasks and workflows.
Powerful automation tools that help you work smarter, not harder—so you can focus on what matters most.
- Automate follow-up emails and reminders
- Trigger actions based on customer behavior
- Create multi-step sequences for nurturing leads
- Automatically assign tasks and update records
- Schedule actions for future dates and times
- No coding required—visual automation builder
Feature Preview
Key Capabilities
Discover what makes this feature powerful for your business.
Email Sequences
Create automated email sequences that nurture leads on autopilot.
Smart Triggers
Set up triggers based on events, dates, or field changes.
Task Automation
Automatically create and assign tasks based on pipeline changes.
Lead Routing
Route leads to the right sales rep based on custom rules.
Data Updates
Automatically update fields and records based on conditions.
Notification Alerts
Get notified when important events happen in your CRM.
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