Pipeline Automation

Automate your sales and marketing workflows with pipeline automation that triggers actions automatically based on contact behavior or scheduled timing. Set up automated email sequences that send follow-up messages, welcome emails, or nurturing campaigns automatically when contacts reach specific pipeline stages, enter your CRM, or meet defined criteria.

Pipeline automation runs in the background, executing scheduled actions like sending emails, updating contact status, moving deals through pipeline stages, or triggering notifications without requiring manual intervention. Each automation step can have its own delay, creating timed sequences that nurture leads automatically while your team focuses on high-value activities. The system tracks automation progress, shows which contacts are in which automation stage, and maintains complete activity history.

Perfect for sales teams managing lead nurturing, marketing teams running automated campaigns, or businesses that want to maintain consistent customer communication without manual effort. Whether you're onboarding new clients, nurturing leads through sales cycles, or running re-engagement campaigns, pipeline automation ensures consistent communication happens automatically while you focus on relationships that need personal attention.