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Workflows and Automations

Automate the repetitive

Create workflows that send emails, assign tasks, move deals and execute actions without human intervention.

Trigger
New lead registered via web form
Condition
If company has 50+ employees
Action
Send Enterprise welcome email
Action
Assign to senior sales rep + create follow-up task
Action
Move deal to “Contacted” stage

Automation without limits

Visual workflow editor

Design flows by dragging nodes. No code, no complications. Anyone on your team can create automations.

Event-based triggers

Launch workflows when a contact is created, a deal is moved, an email is received or any CRM event occurs.

Conditions and branching

Add conditional logic: if/then, field filters, segmentation and parallel paths.

Automatic actions

Send emails, create tasks, update fields, move stages, notify the team and much more.

Up to 10K executions/month on Grow

Scale your automations with generous limits. 10,000 monthly executions on the Grow plan.

Unlimited on Pro and Enterprise

No execution limits on Pro and Enterprise plans. Automate your entire business without restrictions.

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