Sales sequences and automations — automatic follow-up that never lets a lead go cold
Build multi-step cadences and visual workflows that react to every change in the pipeline: when a lead comes in, when a deal stalls, when a quote is opened. Reps stay focused on real conversations while the rest runs by itself.
Automations that work in your place
Multi-step cadences
Sequences of emails and tasks scheduled across days that stop automatically when the lead replies — disciplined follow-up with no manual effort.
Event triggers
Start an automation when a deal changes stage, a quote is opened or a field changes — no code.
Visual workflows
Build flows with conditions and branches in a drag-and-drop editor, simpler than the complicated automations in Salesforce.
Assignment and escalation rules
Automatically distribute leads and deals across reps and escalate when something stalls for too long.
Notifications and automatic actions
Send internal notifications, create tasks or update fields automatically at each step — the team always knows what's next.
Instead of relying on each rep's memory, you define the rules once: who gets the lead, when the follow-up is sent, what happens when a deal stalls. The CRM executes everything in real time, and the team steps in only at the right moment.
Frequently asked questions about automations
Put follow-up on autopilot and stop losing leads
We build your first cadences and assignment rules from your current process.