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Go to **Automations** in the sidebar. Click **+ New Automation**. Choose a **trigger** (e.g., Contact created, Deal stage changed, Email opened). Add **conditions** to filter when the automation runs. Define **actions** (e.g., Send email, Create task, Update field, Move deal stage). Activate the automation.
Contact created or updated Deal stage changed Email opened or clicked Custom webhook
Send email or enroll in sequence Create task for a team member Update contact or deal fields Move deal to a pipeline stage Call external webhook
Core Features
Creating Automation Workflows
Last updated: 2026-04-01
Automation Workflows
What Are Automations?
Automations let you trigger actions automatically based on events in your CRM. For example: when a deal moves to "Proposal", automatically send a follow-up email and create a task.
Create an Automation
Triggers
Actions
Plan Limits
| Plan | Automations |
|------|------------|
| Free | 1 (basic) |
| Starter | 5 |
| Professional | 50 |
| Enterprise | Unlimited |
automationworkflowstriggersactionsrules
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