Set up rules once and let them run, so your team spends its time talking to leads instead of updating them.
The steps your team repeats for every lead are the ones most likely to be forgotten. Automations do them for you.
New leads are routed to the right person by your rules, with the owner as the safe fallback.
The right person is told when a lead lands, and when a follow-up is due.
Repeat enquiries are caught as leads come in, before they clutter the pipeline.
Every new lead starts at the New stage, whichever way it arrived.
Create, reorder and switch off rules whenever your process changes.
The same automation applies to leads from forms, imports and the Open API.
Pick the situation and the action you want.
Save the rule and it starts running straight away.
Every matching lead is handled, with no one doing it by hand.
Edit or turn off a rule whenever your process changes.
Book a short demo and we'll show you what to automate first.
