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.