Automations

Configure automation rules that respond to CRM events and business logic.

Automations

Automations let you define rules that trigger actions automatically based on CRM events.

Accessing Automations

Navigate to CRM > Automations to view and manage your automation rules.

How Automations Work

Each automation consists of:

• Trigger — The event that starts the automation, such as a contact being created, a tag being added, or a form being submitted
• Conditions — Optional filters that control when the automation should run
• Actions — The updates or notifications that happen after the trigger fires

Creating an Automation

1. Click + New Automation
2. Select a trigger event
3. Add optional conditions to filter
4. Configure the action(s) to perform
5. Name the automation and click Save

Common Use Cases

• Tag new form submissions — Add a tag automatically when a form is submitted
• Notify on high-value leads — Send an alert when a qualified or high-scoring lead is created
• Update status on activity — Change a CRM field when a customer responds or engages

Enabling and Disabling

Toggle automations on or off without deleting them. Disabled automations retain their configuration so they can be re-enabled later.

Note: For complex multi-step workflows with branching, time delays, and multi-channel actions, use Orchestrations instead.