Getting Started with Automations
Learn how to get started with automations to streamline your lead management and pipeline processes.
Learning Resources
Section titled “Learning Resources”Quick Reference - Need a refresher? Follow the simple Q&A below.
What are automations?
Section titled “What are automations?”Automations are event-based internal triggers that automate actions at specific pipeline stages. They monitor conversations and automatically perform actions like moving contacts through your pipeline or turning Auto Pilot on/off when certain conditions are met.
When should I use automations?
Section titled “When should I use automations?”Use automations from first lead response through permission to pull credit and/or appointment booked. They’re perfect for:
Common Scenarios:
- When a customer shows buying intent
- When someone requests a phone call
- When you reach a wrong number
- When a customer gives credit permission
- When someone opts out or shows no interest
Benefits:
- Consistent follow-up actions
- Automatic pipeline management
- Reduced manual work
- Better lead qualification
What do I need before creating automations?
Section titled “What do I need before creating automations?”Prerequisites:
- Correct pipeline stages/statuses set up
- Understanding of your lead flow process
- Knowledge of common customer responses
- Clear idea of what actions should happen when
Pipeline Requirements:
- Proper stage names (like “New Contact”, “Engaged”, “Permission To Pull Credit”)
- Clear progression from one stage to the next
- Understanding of when Auto Pilot should be on or off
How do I get started quickly?
Section titled “How do I get started quickly?”The basic process is simple: Create Event → Choose Trigger Type → Define Event Logic → Select Actions → Save & test
Quick Start Steps:
- Think about a common scenario you want to automate
- Decide what should trigger the automation (customer message or agent response)
- Write a clear description of when it should happen
- Choose what actions should occur
- Test it with a sample conversation
What types of automations work best?
Section titled “What types of automations work best?”High-Impact Automations:
- Wrong Phone Number: Automatically handle wrong number situations
- Buying Intent: Move engaged customers to the right pipeline stage
- Call Requests: Route customers who want to talk to someone
- Credit Permission: Handle customers ready for financing
- Opt-Outs: Manage customers who want to stop receiving messages
Start Simple:
- Begin with one clear, common scenario
- Test thoroughly before adding complexity
- Build on success with additional automations
What happens after I create an automation?
Section titled “What happens after I create an automation?”Once created, your automation will:
- Monitor conversations in real-time
- Trigger when conditions are met
- Perform the actions you specified
- Continue working automatically
Important Notes:
- Automations work 24/7 once active
- They only trigger when exact conditions are met
- You can turn them on/off as needed
- Always test before going live
Ready to create your first automation? Head to Creating Automations for the step-by-step process, or check out Core Automations to see examples of what others are using successfully.