AUTOMATIONS
CRM workflow automation without the quota
When this happens, check that, then do these things — built visually, and not metered by the month.
Triggers on the events that matter
Start a workflow when a deal changes stage, a lead is created, a form is submitted, a field changes, or a record goes quiet for longer than it should. The events are the ones your process already turns on.
Conditions, so rules stay sane
Branch on field values, owner, deal size, or source, so one well-built workflow handles the variations instead of you maintaining nine near-identical ones that drift apart over a year.
Actions across the whole product
Assign an owner, create a task, send an email, update a field, move a stage, or notify someone. Because calling, email, and scheduling live in this product too, automations reach them without an integration.
No action meter to watch
Competitors commonly cap automation runs per month or rules per tier, so a busy month means an upgrade for capacity rather than capability. Your workflows run; we don't count executions against a quota.
WORKS WITH
Deals
Every deal carries its value, stage, owner, close date, and complete history — so a review is a reading, not a negotiation.
Lead capture forms
Build the form, embed it, and submissions become leads immediately — with no integration in the middle to break.
Email campaigns
Send a campaign to a segment of the contacts you already have, and see the replies land on their records.
Questions about automations
Which plan includes automations?
The workflow builder is an Enterprise feature — stated plainly here because discovering it after paying for a lower tier is exactly the kind of surprise that ends a trial badly. The badge above is computed from live plan data.
Do I need to write code?
No. Workflows are built visually as trigger, conditions, and actions. If you can describe the rule in a sentence, you can build it.
What's a good first automation?
Assign new inbound leads to an owner and create a same-day follow-up task. It's small, it's immediate, and speed to first response moves inbound conversion more reliably than anything else you can automate.
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