Automation

Workflow automation

Connect rules to actions, no code required.

Workflow builder

WHEN
Customer requests quotation
IF
Lead score > 80
THEN
Create task
AND
Assign senior sales manager
FINALLY
Send Slack notification
Blocks

Active workflows

  • Hot lead routing
    412 runs
    active
  • Quote requested → Task
    268 runs
    active
  • Missed call follow-up
    184 runs
    active
  • VIP escalation
    56 runs
    paused
AI suggestion

Auto-create a task when a competitor is mentioned during a call.