The Automation section is where you build, manage, and monitor the workflows that power your CRM’s automated tasks. This overview introduces what automations are and how the section is organized, so you can start creating workflows that save time and keep your business processes running consistently.

Frequently Asked Questions #

What is the Automation section used for? #

It is where you create and manage workflows, the automations that perform tasks like sending messages, updating records, and routing contacts based on triggers and actions.

What is a workflow? #

A workflow is an automation made up of a trigger that starts it and one or more actions that run in response, allowing repetitive tasks to happen automatically.

How do I create a new workflow? #

Open the Automation section, create a new workflow, add a trigger to define when it runs, then add the actions you want it to perform.

What kinds of tasks can automations handle? #

Automations can send emails and SMS, update contact and opportunity records, route contacts down different paths, and connect with external systems, among many other tasks.

Where do I learn about specific automation features? #

The articles throughout the Automation section cover individual features in detail, including the Workflow Builder, triggers, actions, settings, and troubleshooting.