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Introduction to Automation

Automation in SMBcrm allows you to create workflows that perform actions automatically, saving time and ensuring consistency in your processes.

Overview​

With the workflow builder, you can automate virtually any process in your business - from lead nurturing sequences to appointment reminders to post-sale follow-ups.

Key Features​

Workflow Builder​

  • Visual Builder - Drag-and-drop workflow design
  • Triggers - Start workflows based on events
  • Actions - Perform tasks automatically
  • Conditions - Add logic to your workflows
  • Wait Steps - Add delays between actions

Trigger Types​

Workflows can be triggered by:

  • Contact Actions - Form submissions, tag added, etc.
  • Opportunity Changes - Stage changes, deal won/lost
  • Appointment Events - Booked, cancelled, rescheduled
  • Date/Time - Specific dates or recurring schedules
  • Custom Events - API triggers, webhook events

Available Actions​

  • Send SMS or email
  • Add/remove tags
  • Update contact fields
  • Create tasks
  • Move opportunities
  • Add to other workflows
  • Send webhook
  • Wait for response
  • And many more...

Workflow Templates​

Get started quickly with pre-built templates:

  • Lead nurturing sequence
  • Appointment reminders
  • Review requests
  • Birthday/anniversary messages
  • Re-engagement campaigns

Creating Your First Workflow​

  1. Go to Automation in the left sidebar
  2. Click Create Workflow
  3. Choose a trigger to start the workflow
  4. Add actions that should happen
  5. Add conditions and wait steps as needed
  6. Activate your workflow

Best Practices​

  • Start simple and add complexity over time
  • Test workflows with test contacts first
  • Use descriptive names for workflows
  • Review workflow performance regularly

Next Steps​