automation rules

Build a smooth sales process and sell more in less time.

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

Trigger

Choose a trigger, for example the submittion of a form

Criteria

Check for additional criteria, for example a good Heat Score

Action

Now set things into motion, like creating a Call Task

Automate common sales tasks to free your team

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

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Do you still drag and drop on your pipeline?

By combining Leadcamp's Pipeline View with Automation Rules, you get Pipeline Autopilot. With this, Leadcamp automatically assigns leads to the correct pipeline stage, so you're always on top of the full customer journey.

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Getting started is easy

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