Pipeline Automation
Pipeline Automation
Overview
Pipeline Automation lets you set up step-by-step workflows that run automatically for your contacts. Typical uses include onboarding new leads, sending timed follow‑ups, and progressing people through nurturing sequences.
How it works
- Pipelines are a series of steps. Each step has an action and a delay (when it should run).
- When a pipeline starts for a contact, the first step is scheduled. After a step runs, the next step is scheduled based on its delay.
- Pipelines run automatically in the background and update their own status as they progress.
Actions supported
- Send email: deliver a message to the contact from a selected mailbox, optionally using an email template.
Note: Task creation inside pipelines is not advertised as a customer feature at this time.
Creating a pipeline
- Open Pipelines and create a new pipeline.
- Add steps in the order you want them to run.
- For each step, choose the action “Send email”, select the mailbox (sender) and, if needed, an email template.
- Set the delay for each step (e.g., wait before the step runs). Delays are converted to precise timing automatically.
- Save the pipeline.
Timing and delays
- Each step has a delay that controls when it runs. After a step completes, the next step’s delay determines its start time.
- Pipelines are checked and processed every minute, so scheduled steps run promptly after their delay passes.
Automatic enrollment
- New contacts can be enrolled into selected pipelines automatically. When enabled, every newly created contact is added to those pipelines without manual work.
Status and tracking
- Each pipeline run progresses through statuses: pending → running → completed.
- Runs are scheduled to the next step automatically after each action completes.
Team access and safety
- Pipelines are team‑scoped. Team members can create and manage pipelines for their team.
- Email sending uses your team’s configured mailboxes and templates.
Practical examples
- Onboarding sequence: Send a welcome email immediately, then a feature overview after a short delay, followed by a check‑in a few days later.
- Lead nurturing: After a contact is added, send an introduction, wait, send a case study, wait, then invite to a demo.