Automation
Automate The Follow-Up You Keep Forgetting
Visual workflows that connect marketplace inquiries, WhatsApp, email and your pipeline.
Example workflow
1 · TriggerMarketplace inquiry
2 · ActionCreate CRM lead
3 · ActionAssign salesperson
4 · ActionSend WhatsApp introduction
5 · Wait1 day
6 · ActionSend email product catalog
7 · Wait3 days
8 · ActionCreate follow-up task
9
Triggers available
8
Actions available
< 5 min
Average response time
Unlimited
Workflows per workspace
What's included
Everything below is available inside the workspace, connected to the same customer record.
Triggers
New lead created, form submitted, marketplace inquiry, deal stage changed, email opened or clicked, WhatsApp reply, no activity, tag added.
Actions
Send email, send WhatsApp template, create task, assign salesperson, change lead stage, add tag, create notification, wait.
Branching waits
Time delays between steps so nurturing follows a realistic B2B cadence.
Ownership routing
Round-robin or rule-based assignment to the right sales representative.
Consent aware
WhatsApp steps respect opt-in status and never message contacts without permission.
Full audit trail
Every automated step appears on the contact timeline like a manual action.