automation rules

A smooth sales process, always.

Automation Rules allow you to choose triggers and actions on how prospects should be managed, where they should go, or who should be notified.

Action

Choose what you want to see happen

Criteria

Check for additional criteria, for example a good Heat Score

Trigger

Set a trigger, for example the submittion of a form

Free your team from common tasks.

Using Automation Rules alongside day-to-day operations allows sellers to focus their energy on prospects, rather than getting lost in lead management and prioritization based on gut feeling.

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Do you still drag and drop your pipeline?

By adding Automation Rules to your pipeline stages, you can move prospects around effortlessly. This makes sure you're always aware of where leads are, based on data.

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Getting started is easy

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