• Grow: Up to 20 automations
• Develop: 2 automations
• Start: 1 automation

1. Log in as an admin and select Settings in the bottom-left corner.
2. Select Other and click on Automations.
3. From here, click on the + Add automation button to create a new automation.

Organize Automations with Folders

Note: Deleting a folder moves its automations to the default folder.

1. Select a folder when creating a new automation.
2. Drag and drop existing automations into folders on the left.

Types of Automations

• Triggered when a record’s data is created, updated, or deleted.
• Example: Create a task whenever a new person record is added.

• Triggered by system or custom date fields.
• Actions can occur before, after, or on a specific date.
• Example: Update a custom field one day after a deal’s Actual Close Date.

Triggers: The “When” of Automations

Data-Based Triggers

• Deal: When a deal record is created, updated, or deleted. Use conditions like name, owner, amount, or custom fields.
• People: When a person record is created, updated, or deleted. Use conditions like name, owner, title, or custom fields.
• Company: When a company record is created, updated, or deleted. Use conditions like name, owner, website, or custom fields.
• Customer: When a customer(a company that was converted to a customer) is created or updated.
• Export: When an export is run. Use conditions like user.
• Calendar Item: When a calendar item is postponed, deleted, completed, or created. You can use many system fields to refine your triggers.
• Activity: When an activity was created, updated, or deleted. You can use conditions such as the title, content, created date, and user name.

Time-Based Triggers

• Company: Triggered by dates such as created, imported, updated, next entry due, or custom date fields.
• Deal: Triggered by created, imported, updated dates, expected close date, actual close date, or first activity date.
• People: Triggered by created, imported, updated dates, last activity created, or lead conversion date.
• Calendar Item: Triggered by due date, creation date, start time, or end time.
• Activity: Triggered by creation date.
• Customer: Triggered by created/updated date or custom fields.

Actions: The “Do this” of Automations

• Create a task for the record owner or another user.
• Create a deal to get new leads into your pipeline.
• Send a notification (email) to specific users or addresses.
• Apply a Todo Template—a series of events applied at once to a person or deal.
• Update Customer Health—track the status of customer relationships.
• Assign owner to a company record when it’s created or updated.
• Update a custom field.
• Move a deal between Pipelines using the ‘Update Deal’ option. You can:
  • Move the deal and all its data.
  • Copy the deal with or without activities.
  • This helps keep deals organized, especially if they don’t correspond directly.

Frequently Asked Questions