Automations can be used to create shortcuts for steps you take all the time as part of your workflow, like adding tasks, updating a pipeline, or saving notes. Define the steps of the automation once, then apply those steps manually or have them run automatically whenever you change a contact status or a form gets submitted.
Getting started
Learn how to create automations in LACRM.
Learn how to run automations that you’ve created.
More info
Learn how to edit automations you’ve already created.
Curated
