Automation

Rules that work while your team sells

Visual workflows, assignment rules, lead scoring and nurture sequences — trigger → condition → action, no code required.

Professional+

Workflow builder

Compose triggers, conditions and actions in a visual builder — assign owners, fire nudges and log activity automatically.

  • Visual trigger → condition → action builder
  • Workflow executions with run history
  • Overdue escalation and manager alerts
Active workflows
Auto-assign leadson
Nurture sequenceon
!Overdue escalationon
Professional+

Assignment rules

Route leads by territory, source, workload or round-robin the instant they land — no manual triage.

  • Territory, source and round-robin routing
  • Workload balancing across reps
  • Unassigned queue with SLA timers
Routing rules
MMeta → Team Alive
WWeb → Round-robinlive
!Unassigned SLA15m
Professional+

Lead scoring

Score leads on behaviour, source and fit — so hot prospects surface first and reps focus where it matters.

  • Configurable scoring rules and weights
  • Hot lead queues and score-based routing
  • Score history on Lead 360 timeline
Lead scores
🔥Hot leads24
Score above 7048
Unscored12
Professional+

Sales sequences

Multi-step nurture flows over email, WhatsApp and tasks — so warm leads stay engaged until they're ready to buy.

  • Multi-step sequences with delays and conditions
  • Email, WhatsApp and task steps in one flow
  • Pause, resume and exit rules per lead
Active sequences
Enrolled leads186
Steps sent today94
Replied rate18%

Related integrations

Connect the channels and sources that power automation.

Browse all integrations →

Core automation features available from Professional plans and above.

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