Automations
4 activeNew Lead Assignment
Auto-assign new inbound leads to sales reps based on region
Trigger:When a new person is added to Inbound Leads list
Assign owner based on locationCreate follow-up taskSend Slack notification
47 runs totalLast run: 2 hours ago
Deal Stage Notifications
Notify team when deals move to Negotiation or Closed Won
Trigger:When deal stage changes
Send Slack message to #salesUpdate report dashboardCreate task for deal owner
23 runs totalLast run: 1 day ago
Follow-up Reminder
Create a task when no contact has been made in 7 days
Trigger:When last contact date > 7 days
Create follow-up taskSend email reminder to owner
156 runs totalLast run: 3 hours ago
Welcome Email Sequence
Send onboarding emails to new trial signups
Trigger:When a new trial signup is detected
Send welcome emailWait 2 daysSend feature highlight emailCreate check-in task
89 runs totalLast run: 1 week ago
Win Celebration
Celebrate closed deals in Slack and update reports
Trigger:When deal moves to Closed Won
Post celebration in #wins channelUpdate revenue reportSend congratulations email to team
12 runs totalLast run: 2 weeks ago