Automation

Manage your automated workflows and triggers.

Total Automations

4

Active

3

Total Runs

4,728

Success Rate

99.2%

New Lead Welcome Email

Automatically send a personalized welcome email when a new lead is created.

Active
Trigger:New lead added
Action:Send email
Runs:1,284

Follow-up Reminder

Create a follow-up task 48 hours after a lead is contacted.

Active
Trigger:Status changed to Contacted
Action:Create task
Runs:856

Slack Notification

Post a message to #sales channel when a lead is qualified.

Active
Trigger:Status changed to Qualified
Action:Send Slack message
Runs:432

Lead Scoring Update

Recalculate lead score when engagement data is updated.

Paused
Trigger:Engagement event
Action:Update score
Runs:2,156