Automation
Workflow AI automation
Intermediate planFollow-ups and CRM housekeeping that run on their own.
1.Triggers
- A new lead is added.
- A lead score reaches a threshold.
- A lead reaches a pipeline stage.
- A lead goes quiet (lapsed).
2.Actions
- Send an SMS or email, wait, move a pipeline stage, adjust a lead score, or set a segment.
- Chain them in any order. Build workflows with the guided builder; on Enterprise, describe one in plain English and the AI builds it.
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