Feature
Workflow Automations
Trigger-based workflows with no code. Pick an event, optionally filter it, and chain any of the actions below. Every fire is logged on the contact timeline — and visible in a per-rule run history, including why a step was skipped.
Triggers
Welcome new leads and thank new customers — automatically. The moment a contact is added, tag them new-lead and send a welcome email; the moment a payment lands, set their lifecycle to customer or ping Slack via webhook. You can even open a deal automatically when a lead fills out a form or a payment lands — the deal name supports merge tokens, so it lands in your pipeline already personalized and ready to move. Deal moves work the same way — auto-create an onboarding task when you win, or POST to your billing system on stage change. Filter on the exact transition so the right rule fires at the right moment.
Available actions
Personalized emails from automations
The send-email action renders {{first_name}}, {{company}}, and any prop:* token from your CSV imports so each recipient gets a tailored message. Pro+.