Workflow Automation
Build no-code rules that follow up, assign, and nurture every lead automatically, so nothing slips through
The fastest way to lose a deal is to forget to follow up. Our automation engine watches everything that happens to your leads and acts on your behalf, instantly and consistently, every single time.
Build rules in a visual no-code builder: when something happens, do something. React the moment a lead comes in, or wait for silence and re-engage. Send templated emails, reassign work, escalate priority, and run multi-step drip sequences without ever touching it again.
Key Features
Event Triggers
Fire automatically when a lead is created, a stage changes, an email is opened or bounces, a task completes, a note is added, or a deal is won or lost
Time-Based Triggers
Act on silence: no reply after X hours, inactive for X days, or stuck in a stage too long. Re-engage cold leads before they disappear
Drip Sequences
Build multi-step nurture campaigns with timed delays between each message. Welcome series, follow-up cadences, and long-term nurture run on autopilot
Smart Assignment
Auto-assign incoming leads to your team, including round-robin distribution so every rep gets a fair share and no lead waits for an owner
Automated Email & Actions
Send templated emails, change stage, set priority, add tags, log activity, or forward an inbound email, all triggered by your rules with merge fields personalized per lead
Manufacturer Lead Auto-Accept
For dealers working manufacturer lead programs, the platform can automatically accept and enrich qualifying leads the moment they arrive, with full retry and audit handling
Built For:
Sales teams that follow up by hand, multi-rep operations that need fair lead distribution, and any business losing deals to slow or inconsistent response times.