Skip to main content
  • CRM DashboardSales Platform
Overview
  • Dashboard
  • Activity Feed
  • Notifications
CRM
  • Contacts
  • Companies
Productivity
  • Automations
Analytics
Admin

Automations

Automate your CRM workflows

6 rules4 active2 paused

When deal moves to Proposal → Create follow-up task

Automatically creates a follow-up task when a deal progresses to the proposal stage, ensuring timely engagement.

Deal stage changedCreate task
142 executionsActive

When contact is created → Send welcome email sequence

Triggers a welcome email sequence for every new contact added to the CRM to nurture early relationships.

Contact createdSend email
89 executionsActive

When deal is stalled 14 days → Alert deal owner

Sends an alert to the deal owner if a deal has had no activity for 14 days, preventing deals from falling through.

Deal stalledAlert owner
37 executionsPaused

When deal is won → Create onboarding task

Automatically creates an onboarding task when a deal is marked as won, streamlining the handoff process.

Deal stage changedCreate task
56 executionsActive

When task is overdue → Escalate to manager

Escalates overdue tasks to the assigned manager to ensure nothing is missed and accountability is maintained.

Task overdueAlert owner
23 executionsActive

When email is not replied in 3 days → Send follow-up

Sends an automatic follow-up email if a contact has not replied within 3 days, improving response rates.

Email not repliedSend email
64 executionsPaused