Automations
Let the next step happen without someone remembering it.
Connect events to actions with clear triggers, conditions and steps, so positive replies, meetings and follow-ups move without manual triage.
- Reply and event triggers
- Conditions, tags and CRM actions
- Team notifications and hand-offs
01 / Automations
A workflow you can explain
Automations should be readable by the team that relies on them. Start with a trigger, add the conditions that matter and choose the action that should happen next. No hidden orchestration.
A positive reply can open a deal, tag the contact, notify the owner and create a task. A bounce can suppress the address and keep the campaign clean. The workflow says what it does.
- Event and reply triggers
- Conditions and branching
- Tag, task and CRM actions
- Team notifications
02 / Automations
Fewer dropped hand-offs
The gap between a reply and a follow-up is where momentum disappears. Automations close that gap by making the next action part of the system instead of a person's memory.
Keep humans in the conversations that matter. Let automation handle the routing, reminders and record updates around them.
03 / Automations
Built for the whole outbound loop
Automations connect the parts of the platform: campaigns, the inbox, the CRM, the dialler and your connected tools. That is where a connected workspace starts to save real time.
Put the whole loop
in one place.
Start with automations, then connect the rest of your outbound when you are ready.