Automations setup

Automations improve productivity by automating processes that require multiple touches which reduces the manual steps of traditional sales cycles. When you add a new lead, you can automatically create a series of tasks to streamline follow-up communications or automatically notify team members every time you close a deal or make changes to a profile.

Automations are available on all of our plan. We provide 1 on Start, 2 on Develop & 20 on Grow. Admins can create automations for the account in Account Settings > Automations 

How to set up Automations

how to set up automations

How to use Automations

how to use automations

Next: Automations Examples