Automations Overview
The Automation Engine lets you build rules that automatically respond to lead events โ assigning leads, sending emails, moving pipeline stages, creating tasks, and more โ without any manual work.
How Automations Workโ
An automation has three parts:
- Trigger โ the event that starts the automation (e.g. "New Lead Received")
- Steps โ an ordered list of Conditions, Actions, and Delays that execute top-to-bottom
- Settings โ name, active status, and whether to respect business hours
When the trigger fires, the automation runs through its steps in order.
Step Typesโ
| Type | Description |
|---|---|
| Condition | A filter โ if the condition is false, the automation stops for this lead |
| Action | Something that happens (send email, assign lead, add tag, etc.) |
| Delay | Wait for a specified time before proceeding to the next step |
You can have as many steps as you need and in any order. Drag steps to reorder them.
Available Triggersโ
| Trigger | When it fires |
|---|---|
| New Lead Received | A new lead is created (from any source, or filtered by specific sources) |
| Lead Stage Changed | A lead moves from one pipeline stage to another |
| Lead Assigned to User | A lead is assigned to any team member |
| Tag Added to Lead | A specific tag is applied to a lead |
| Lead Score Crosses Threshold | A lead score goes above or below a threshold |
| No Activity (Time-based) | A lead has had no activity for X hours/days |
| Form Submitted | A form is submitted (optionally filtered to a specific form) |
| Manual Trigger | The automation is run manually from the lead detail view |
Example Automationโ
Goal: When a new Facebook lead arrives, wait 1 hour, then send a welcome email and assign to a sales rep.
- Trigger: New Lead Received โ filter by Source: Facebook
- Condition: Source Is Facebook (extra guard)
- Delay: Wait 1 hour
- Action: Send Email โ select "Welcome Email" template
- Action: Assign Lead โ to user "Sales Rep A"
Navigationโ
Go to Automations in the sidebar to:
- View all automations with their trigger type, step count, run count, and active status
- Create, edit, or delete automations
- See a red badge on the Automations nav item if any automation failed in the last 24 hours
Business Hoursโ
If Respect Business Hours is enabled on an automation, the trigger will only fire during the business hours window configured in Settings โ Business Hours. Triggers that occur outside business hours are silently skipped.
Automation Runsโ
Every time an automation fires, a run record is created. You can view run history from the automation detail view โ see which leads triggered it, whether it succeeded, and any errors.