Automations

Automations (Campaigns) run when a trigger happens (e.g. new lead, status change, tag added). They run steps in order: e.g. send SMS, wait 24 hours, send email, create a task. Many automations stop when the lead replies so you don’t over-message.

CRM → Campaigns. Create a new campaign, choose a trigger (e.g. “When lead is created,” “When status changes”), then add steps (send message, wait, update lead, create task, etc.). Save and turn the campaign on.

Common triggers: lead created, lead status changed, tag added, form submitted, or webhook. Pick the trigger when building the campaign; only leads that match (and any filters you set) will run through the workflow.

Plan limits apply (e.g. Starter may allow 1 automation, Standard more). Check CRM → Settings or Billing to see your limit. If you can’t add another, upgrade or consolidate workflows.

• Campaign must be turned on. • Lead must match the trigger (e.g. “lead created” only runs for new leads). • Check filters (e.g. source, tag) — the lead must match. • Check plan limits and that the automation didn’t error (look for logs or errors in Campaigns).

1. Go to CRM then Campaigns. 2. Create a new campaign and choose a trigger (e.g. When lead is created). 3. Add steps: send SMS, wait, create task, etc. 4. Add conditions if needed. 5. Save and turn the campaign on. 6. Test by meeting the trigger. 7. If it did not run: confirm campaign is on, trigger and filters match, and check plan limits and errors.

New lead then send SMS. Stage changed then create task. Many automations stop when the lead replies.

Leads, AI Features, SMS/Twilio, Tasks, Webhooks.