Automation
Compose triggers, delays, conditions, and actions that move users through lifecycle stages.
9 hrs
saved per agent per week
2×
pipeline velocity
60+
pre-built automation templates
Automation Builder
Trigger
Contact fills out enquiry form
Send message
Welcome + next steps template
Wait 24h
If no reply received
Condition
Opened? → Branch A / B
Assign to agent
Branch A — high intent leads
Nurture sequence
Branch B — 3-step drip
Product screenshot and workflow illustration for Automation.
What you get
Everything needed to run Automation
Visual builder
Event-based triggers
Delay and branching logic
Multistep nurture sequences
Automate the busywork and keep teams focused on high-value conversations.
How it works
Three steps to your first result
Choose a trigger
Start with a contact event, a Flow submission, a tag change, a webhook, or a scheduled time window.
Build the sequence
Add message steps, delays, condition branches, and actions like assigning to a team or updating CRM fields.
Activate and observe
Turn on the automation and watch contacts move through stages in real time on the live dashboard.
Ready to try Automation?
Start a 14-day free trial — no credit card required.
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