Automations
Create smart rules to automatically follow up with leads at the right time.
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Create your first automation rule to start sending follow-ups automatically based on lead actions and timelines.
infoHow Automations Work
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Define a Trigger
Choose when the automation fires — new lead, stage change, or after X days without contact.
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Filter Leads
Target all leads or narrow it down by stage, lead type, or source.
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Send Automatically
Your message is dispatched via Email, SMS, or WhatsApp with personalized variables.