Automation rules

Automate follow-ups: when something happens to a lead (created, stage changed, assigned, or idle too long), run an action (send email, notify the owner, add a note, or move stage).

Trigger
e.g. lead idle
Conditions
e.g. stage = New
Action
e.g. notify owner
  1. 1From CRM, press Automation. Create a rule and pick a trigger.
  2. 2Add optional conditions, then choose the action and its message.
  3. 3Toggle the rule on. Watch fire counts and the recent activity log.

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