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Automations
Workflows run in the background. Triggered by leads, conversations, and appointments.
New lead → Welcome SMS
Trigger: lead.created
- → Send welcome SMS
- → Add to follow-up sequence
- → Notify team
High intent → Notify sales
Trigger: lead.qualified
- → Tag: Hot lead
- → Assign to rep
- → Create task: Call within 15 min
Website chat reply → AI response
Trigger: conversation.message.received
- → AI suggests reply
- → Log in timeline
- → Optional: send auto-reply
Meeting booked → Confirmation
Trigger: appointment.booked
- → Send confirmation SMS
- → Add to calendar
- → Reminder 24h before
Recent automation activity
Workflow triggered: New lead → welcome SMS2m ago
Auto-follow-up scheduled for James M.8m ago
Lead assigned to agent (High intent)12m ago
Pipeline moved to Qualified18m ago
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