Add an Automation

Automations allow you to automate and personalize your customer's journey. Automations can be used to follow up with leads, remind customers of other purchase opportunities, remind team members to contact a lead, and even send a customer a happy birthday message! 

Automations consist of Triggers, Actions, Conditions, Goals, and Delays

Add an Automation

  1. Click Automations from top menu bar.
  2. Click New Automation.


  1. Enter the Automation Name.
  2. Choose Automation Object.
  3. Click Save.


  1. In the Trigger step, select Click to set automation trigger.


  1. Choose the Trigger you would like to pair with the automation.
  2. Complete the Trigger Settings (the available options will differ based on the trigger you have chosen).
  3. Click Save.


  1. Build out your Automation by clicking the "+" or clicking and dragging Actions, Conditions, Delays, Goals.


  1. When the automation is complete, click Save.
  2. When you are ready for your automation to run, update the Active? Toggle
    • Note: Until you activate your automation, it will be saved, but will not run



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