Rule-based sales automations — tasks, assignment and updates without code
Define rules that react to what happens in the CRM: a new record, a changed field or a passing deadline. The rule creates tasks, assigns the owner, updates fields or sends a webhook — no code.
Automations that work in your place
Event triggers
A rule fires when a record is created or updated, when a field changes, or at a scheduled time.
Concrete actions
Create tasks and activities, update fields, change the owner, adjust the score or send an internal notification.
Automation templates
Start from ready-made follow-up templates and adapt them to your process.
Assignment rules
Distribute leads across the team by round-robin, by workload or by the first matching rule.
Webhooks to other systems
A webhook action pushes the data on to your other applications.
Instead of relying on each rep's memory, you define the rules once: who gets the lead, which task is created after a change, what happens when a deadline passes. The CRM applies the rules and the team steps in at the right moment.
Frequently asked questions about automations
Put follow-up on rules and stop losing leads
Start from an automation template and adapt it to your process.