Automations
Triggers, actions, and follow-ups — new Lead, missed call, quote sent, and more.
What Automations Do
Repeated playbooks that fire on CRM events—without you clicking each time.
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How to Set Up Follow-Up Sequences
Build a simple sequence with a delay and a human-friendly pause rule.
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How to Stop Automation on Reply
Prevent over-messaging once the lead engages.
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Quick actions
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