CRM automations
Purpose
Configure the event and actions with the required links and channels.
Before you start
Step by step
- 1
Open CRM Automations and start the rule.
- 2
Select the available trigger and the pipeline/stage and context conditions.
- 3
Add only the actions offered and configure their required fields.
- 4
For Email/WhatsApp, choose account/channel/template and sending days/hours.
- 5
For Send contract, choose the signature template and map the required variables/fields and signers.
- 6
For task/project/calendar, check owners and dates in the deal context.
- 7
Review the rule, save it and check its active/inactive state.
- 8
Follow the Logs after the authorized case and review errors/pending items before expanding.
Available controls depend on your user permissions and organization settings. If an option is missing, ask the administrator to check your module access.