Getting Started

Automations

Preview the automation model planned for follow-ups, assignments, and account processes.
Automation execution is not available in the current closed beta. This page describes the planned model and will be replaced with operating instructions when the feature ships.

Automations are planned to respond to account events such as a contact being created, an opportunity changing stage, or a task becoming due.

How Automations Work

An automation has three parts:

  1. Trigger — The event that starts it (contact created, stage changed, date reached)
  2. Conditions — Optional filters (only for contacts in "Enterprise" segment, only if deal value > $5k)
  3. Actions — What happens (assign task, send email, update field, notify team)

Common Automations

New contact follow-up : Trigger: Contact created : Action: Assign a "Follow up" task to the account owner, due in 2 days

Stage change notification : Trigger: Opportunity stage changed to "Won" : Action: Notify the team in Slack, create a "Kickoff call" task

Stale deal alert : Trigger: Deal in same stage for 14 days : Action: Assign a "Check in" task to the deal owner

Before Automations Launch

Document the trigger, conditions, action, owner, expected result, and failure-handling rule for each process you want to automate. Start with recurring work that already has a stable manual procedure.

Read the CRM Automation Guide for design examples and a testing checklist.

Pipelines

Visualize your sales process and track deals from first contact to close.

Custom Fields

Create structured fields for contact data that does not fit the standard contact record.

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