CRM Automation Rules
The moment a lead qualifies, the platform already knows what to do.
Key Capabilities
One rule can assign, notify, enroll, and message — automatically, in order.
Trigger-Based Rules
Fire rules when a lead or opportunity is created, updated, changes status, transitions stages, or closes a deal.
Multi-Step Action Flows
Stack assign, notify, create task, send email, send WhatsApp, and add-to-sequence steps in a single rule — each fires in order.
Smart List Integration
Point any rule at a saved Smart List segment — its criteria become the rule conditions automatically, no rebuilding required.
WhatsApp & Email Actions
Send approved WhatsApp templates or personalized emails directly from a rule — variables filled from the lead record automatically.
Date Windows & Scheduling
Each rule has a start and end date — activate seasonal campaigns, disable outdated rules automatically.
Permission Layer per Rule
Control who can view and who can edit each rule independently — sensitive automation stays protected.
How It Works
Set a trigger, define conditions, chain your actions — one rule handles everything.
1. Choose Object & Trigger
Select Lead or Opportunity as the target, then pick when the rule fires: on create, update, status change, stage transition, or deal closure.
2. Set Conditions
Add field conditions (source, territory, status, tags) using 6 operators — or link directly to a Smart List for dynamic segment matching.
3. Build the Action Flow
Stack as many actions as needed: assign lead, send WhatsApp, fire email, add to sequence, create task, send notification — all ordered.
4. Set Date Range & Save
Define the active window — start and end date — then save. The rule fires automatically for every qualifying record from that moment on.
Stop leaving leads to chance — automate from the first second.
The only real estate platform you will ever need.