Automations
Configure automated lead routing, follow-ups, and notifications
Auto-assign hot leads
ActiveWhenLead score above 80
ThenAssign to sales team
Send welcome email
ActiveWhenNew lead created
ThenSend welcome email template
Follow-up reminder
ActiveWhenNo activity for 3 days
ThenCreate follow-up task
Notify manager on high-value
InactiveWhenLead tagged "high-value"
ThenSend notification to manager
Auto-qualify referrals
ActiveWhenSource is "Referral"
ThenSet status to Qualified