Automations

Note: we’re in the process of making some changes to improve the CRM. Your CRM may look a bit different now, but the functionality is the same. If you’d like to get the new updates now, contact us!

Automations can be used to create shortcuts for steps you take all the time as part of your workflow, like adding tasks, updating a pipeline, or saving notes. Define the steps of the automation once, then apply those steps manually or have them run automatically whenever you change a contact status or a form gets submitted.