Create an Automation

Opening the automation builder

Go to Settings → Automations → New Automation.

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Builder walkthrough

1. Name the automation

   Enter a descriptive name like “Assign lead on form submission” or “Alert manager on 5-day inactivity”. This name appears in your automation list.

2. Set the enable state

   Use the toggle at the top to turn the automation On or Off. Start with it Off while building — turn it on when you’re ready to activate.

3. Choose the trigger

   Select the event that starts this automation. See Automations Overview for the full trigger list.

   Example: select Lead stage changed to fire when a lead moves to a new stage.

4. Configure trigger settings (if applicable)

   Some triggers have settings. For example:

   • lead_no_activity_for_days — specify the number of days
   • lead_stage_changed — optionally restrict to a specific “to” or “from” stage
   • trial_ending_soon — specify how many days before expiry

5. Add conditions

   Conditions filter whether the rule runs for a specific lead. Click + Add Condition to add a filter.

   Example conditions:

   • Lead stage is “Closed Won”
   • UTM source contains “google”
   • Lead has been in stage for more than 3 days

   Multiple conditions can be combined with AND or OR logic. You can also nest condition groups for complex logic. See Automation Rules for advanced patterns.

6. Add actions

   Click + Add Action and select what should happen when the trigger fires and conditions match.

   Actions run in the order listed. You can add multiple actions to a single automation.

   Example actions:

   • Change stage → “Qualified”
   • Schedule follow-up → 1 day from now
   • Send alert → Notify assignee via email

7. Save and activate

   Click Save Automation. Then toggle the automation to On.

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Example automations

1. Auto-assign leads on form submission

Trigger: lead_form_submitted
Conditions: form name is "Google Ads Landing Page"
Actions:
  - assign_owner → [specific sales rep]
  - schedule_followup → 0 days (today)
  - send_alert → notify manager via email

2. Follow-up reminder after stage change

Trigger: lead_stage_changed
Conditions: new stage is "Contacted"
Actions:
  - schedule_followup → 2 days from now
  - add_note → "Auto-follow-up scheduled by automation"

3. Alert manager on stale deal

Trigger: lead_no_activity_for_days
Conditions: days = 5 AND stage is "Qualified"
Actions:
  - send_alert → notify Manager role via both browser and email
  - create_task → "Review stale qualified deal" → assigned to Manager

4. Close the attribution loop

Trigger: lead_stage_changed
Conditions: new stage is "Closed Won"
Actions:
  - add_note → "Marked as Closed Won — conversion events dispatched"
  - send_alert → notify Admin → "New closed deal!"

(Attribution conversion events dispatch automatically on Closed Won — the automation supplements this with a team notification.)

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Testing an automation

Before enabling an automation in production:

1. Create a test lead manually
2. Trigger the automation’s trigger event on that lead (e.g., change its stage)
3. Confirm the actions ran as expected (check the lead’s notes, tasks, follow-ups, and notifications)